Chaz

Former Big Pharma exec. Been investing in biotech and other industries for well over 30 years

[Chaz @ChazCSP]

@joedab12 @cat8cats @lakeoflowers This market doesn't feel right. I have lots of cash and even though I may miss the bottom, I'm waiting to see more conviction. I literally can stay in cash for the remainder of the year and still have one of my best year's ever in the market. Patience I believe will be rewarded

[Chaz @ChazCSP]

@joedab12 @lakeoflowers Hey Joe I went over 80% cash on most of my holdings a few weeks back. It's been hard not buying but all positions I sold are lower today. AAOI, VICR, NBIS, PENG and RMBS. Looking to start nibbling again soon. Which of these names are you most bullish on & which would you buy. Thx

[Chaz @ChazCSP]

@joedab12 Thanks pick up a whack below $250. Wish it would correct more but can’t be a pig. Are you still holding RMBS. My avg is below $90 and during the huge run up sold covered May 15 $185 strike calls for $5.50 which will bring my avg down even more. I’m not worried about the FBI probe

[Chaz @ChazCSP]

@MOSSADil see it

[Chaz @ChazCSP]

@joedab12 @Maxmayanita Joe, big drop in AAOI today. I think its soon going to get very interesting. I'm looking to add hopefully in the low $140's.

[Chaz @ChazCSP]

@joedab12 Joe, would you add on weakness?

[Chaz @ChazCSP]

@joedab12 @Fingerinya I bought a bunch (for me) of 2028 LEAPS during the beat down it received in the $80’s. Up nicely on those but really think we haven’t seen anything yet. The latest AMD deal announcement is extremely bullish for RMBS.

[Chaz @ChazCSP]

@joedab12 @damnang2 Hey Joe I’ve been invested in RMBS for some time and avg price is below $80. What do you think is a good TAM for MRDIMM

[Chaz @ChazCSP]

@JasonL_Capital Invested in TSEM. Still lots more upside on that name

[Chaz @ChazCSP]

@PhotonCap Ok hopefully you can see the image I took from Substack.

[Chaz @ChazCSP]

@PhotonCap Hey PhotonCap I am trying to paste an image on here and it’s not really cooperating

[Chaz @ChazCSP]

@SunSeeker36 @aleabitoreddit @Alex06425829 Ya, omitting RMBS from that write-up is glaring especially with the new AMD/INTC architecture. Don't forget, they also benefit from all NVDA GPUs especially Rubin.

[Chaz @ChazCSP]

@ns123abc Why is no one talking about RMBS? It's really perfectly positioned with it's DDR5 and MRDIMM

[Chaz @ChazCSP]

@DVLT146025 @RichardPrati Anytime, ANYONE has to resort to name calling, you discredit yourself immediately. On ignore you go. Richard has posted some really great work. I think I know you to listen to!!

[Chaz @ChazCSP]

@crux_capital_ Do you follow or research ALMU? I’m in POET and love the story there but also really think ALMU is really under-appreciated and not fully understood

[Chaz @ChazCSP]

@Idvst8_Markets @NightOwlBiotech Bron, what do you think the multiples should be.

[Chaz @ChazCSP]

@TRUMP_ARMY_ A

[Chaz @ChazCSP]

@Idvst8_Markets To a big pharma. Yes it can get to may $50-$60 per share with a BO but this can easily be worth double that if they stay the course, keep executing and continue having positive readouts for their pipeline

[Chaz @ChazCSP]

@Idvst8_Markets Bron, I’ve been doing lots of DD and $IOVA is 100% the real deal. The only thing I still need to understand better is their manufacturing which right now feels like a bottleneck to higher earnings. I actually think they can drive the share price higher in 2-3 yrs vs selling