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
@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.
$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.
$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.
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
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.
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
@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.
@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.
@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.
@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.
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
$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 :(
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
@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.
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