Henry

Managing a 7-figure US stock portfolio while climbing the career ladder.

[Henry @Henry8cj]

$USAR The market is sleeping on
While Wall Street hesitates, USA Rare Earth is building the ultimate domestic 'Mine-to-Magnet' supply chain in Texas & Oklahoma 🇺🇸⚒️
With the 2027 defense mandate banning Chinese rare earths looming closer, defense contractors will be desperate to lock in $USAR's future capacity. 🛡️💼
At ~$19, it’s trading significantly lower than its 52-week high ($43.98), despite a massively strengthened bull case. Analyst consensus target sits well above $30+.
This isn't just a mining stock, it's a critical national security infrastructure play. Accumulating before the herd arrives. 📈
#USAR #RareEarths #StocksToWatch #CriticalMinerals #Nasdaq $MP

[Henry @Henry8cj]

$AFRM - this is giving me $BULL vibes

Affirm SMASHED earnings after hours, seeing a strong gap up open and a continuation up during the opening bell

Sadly the market is taking a turn (mainly due to the Jackson Hole speech) and it is taking away from the good earning love

That said, ideally just like we saw with webull, the 8 moving average keeps going up catches the candle and propels it back up

ideally this doesnt go lower than $85.50
I can easily see that being a good point of strength and a bounce point up to $100

the bullish click is my believe that the drop is Jackson Hole and come Monday or Tuesday market moves on from the speech but remembers the earnings love this deserved
Bullish

[Henry @Henry8cj]

$FUBO Okay, I lied, one more. It's all about that BASE. Look at how tight that range is since the ER. I can't say when the breakout will occur, but occur it will. Now, go have a good weekend! :)
Bullish

[Henry @Henry8cj]

$NFLX Using Netflix’s $27.1B remaining repurchase authorization at the end of Q2 2026, and NFLX around $81.60/share today as base and remembering Netflix repurchased $4.7B in Q2 alone, buyback math at $81.60/share: $27.1B÷$81.60=332.1M shares

Netflix currently has roughly 4.16B shares outstanding.

So if they spent the entire authorization at $81.60:

Shares retired: ~332M
Shares outstanding: ~4.16B → ~3.83B
Reduction in share count: ~8.0%
Mechanical EPS accretion: ~8.7%, assuming earnings stay constant

That's a meaningful tailwind. Very prone to close the $106 gap.
Bullish

[Henry @Henry8cj]

$RUM yall sleeping or what! Let’s fuckin goooo bulls! Jesus we are realllll close to poppin off! Mark this post! Zoom out! 😅
Bullish

[Henry @Henry8cj]

The $HOLO Investor Community is officially launched!
We cordially invite $HOLO holders to join us to discuss the latest financial reports, launch plans, and market trends.
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#Stocks

[Henry @Henry8cj]

$HOLO $MSTR

The inclusion of Shenzhen Mengyun Holographic Technology Co., Ltd., a wholly-owned subsidiary of MicroCloud Hologram Inc. (NASDAQ: HOLO), in Qianzhan’s 2026–2031 China Holographic Projection Industry Development Prospects and Investment Strategy Planning Analysis Report (2026 edition) as one of the selected Chinese companies for in-depth case analysis is a positive and meaningful signal.

The report features both global technology giants, including Microsoft and Google, and selected Chinese industry players. It does not feature companies at random.

It focuses on players with a visible presence in the holographic projection industry and enough substance to be studied, including their operations, patents, applications, and strategy. Having a dedicated section with multiple analysis points and charts indicates that Shenzhen Mengyun is viewed as a relevant player worth following in the Chinese market
Bullish

[Henry @Henry8cj]

The $SLS Investor Community is officially launched!
We cordially invite $SLS holders to join us to discuss the latest financial reports, launch plans, and market trends.
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#Stocks

[Henry @Henry8cj]

$SLS Good morning, SLS family.
Let’s look at the big picture. There is no approved maintenance standard for AML in CR2, and the REGAL population was specifically selected for patients who were not candidates for allo-SCT at study entry. SELLAS has also stated that real-world BAT does not support the assumption that modern therapies are suddenly creating dramatically longer survival in this population. At the same time, slower event accrual can be consistent with the long survival tail that effective immunotherapy may produce. GPS already demonstrated 21-month median OS in CR2 versus 5.4 months with contemporary BAT. SLS009 adds a second clinical engine: 44% ORR in AML-MR and 8.9-month mOS versus a 2.4-month historical benchmark, now advancing into frontline AML. GPS targets WT1, a tumor antigen expressed across multiple cancer types, and has received FDA Rare Pediatric Disease Designation for pediatric AML. REGAL is approaching its prespecified 80th event. This is no longer a one-drug valuation story. It is a platform with two clinical programs and the potential to change outcomes for patients who desperately need better options. And when that value becomes undeniable, one question remains: what is SELLAS worth on its own — and what would a strategic buyer pay to acquire it?
Bullish

[Henry @Henry8cj]

The $BYND Investor Community is officially launched!
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[Henry @Henry8cj]

$BYND Official FINRA-based Aug. 14 data now shows:

5,121,711 shares short
= 30.86% short interest

versus the July 31 split-adjusted position of roughly 4.35M / 26.2%.

So shorts increased by roughly:

+772K shares / +17.8%

between July 31 and the reverse-split date.

That is substantially more bullish for the squeeze thesis than if short interest had fallen.

And be careful with headlines saying BYND short interest “fell 96%.” That is an artifact of comparing pre-split share counts with post-split share counts. The meaningful split-adjusted comparison is approximately:

4.35M → 5.12M

not 130M → 5M.

Borrow also remains stressed:

63.03% CTB
60,000 shares available

as of midnight ET.

Even more interesting: the abnormal lit-exchange behavior actually intensified today.

Aug. 26:

53.86% lit / 46.14% off-exchange

versus the 30-day average:

21% lit / 79% off-exchange.

So the progression remains extremely unusual.

And BYND is still officially on Nasdaq's Reg SHO threshold list for Aug. 26.
Bullish

[Henry @Henry8cj]

The $ENVX Investor Community is officially launched!
We cordially invite $ENVX holders to join us to discuss the latest financial reports, launch plans, and market trends.
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[Henry @Henry8cj]

$ENVX
Recent Enovix Penang Hiring Signals — Fab2 Scale-Up

1. Test Engineer / Sr. Test Engineer — JR-100523
Posted: August 24, 2026
Focus: Cell testing, cycling/thermal performance, reliability, statistical analysis, and supporting R&D-to-HVM scale-up.
2. Production Manager — JR-100529
Posted: August 25, 2026
Focus: Customer forecasts, capacity planning, NPI builds, customer audits, mass-production release, yield targets, volume ramp, and shipments.
3. Principal Equipment Engineer — JR-100530
Posted: August 27, 2026
Focus: 24/7 production scale-up, equipment uptime, troubleshooting, equipment upgrades/conversions, new machine commissioning, and implementation of new manufacturing processes.
Bullish

[Henry @Henry8cj]

The $NVDA Investor Community is officially launched!
We cordially invite $NVDA holders to join us to discuss the latest financial reports, launch plans, and market trends.
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#Stocks

[Henry @Henry8cj]

When $NVDA rallies 5% or more in a day, $SNDK has historically followed suit 100% of the time, averaging a gain of +6.16% across 5 such instances.

On the broader set of 22 days where NVDA was up 3% or more, SNDK still posted gains in 18 out of 22 cases (82%), averaging +3.84%.

Conversely, on the rare days NVDA has dropped 5% or more, SNDK fell an average of –4.15%, rising only half the time.
Bullish

[Henry @Henry8cj]

$EOSE EOSE has tested patience, but the next 6–18 months could look very different. Line 2 is producing commercially at Thorn Hill, while the Turtle Creek operation/Line 1 is actively moving to Thorn Hill—consolidating production around a 40% shorter line where material travel falls 86% (2.1 mi → ~1,500 ft). That should drive throughput and margin gains as volume scales.

NYSERDA is another upside: former Eos director Audrey Zibelman now chairs it as NY pursues large-scale storage, including zinc. Michelle Buczkowski’s promotion also aligns sales, BD + government affairs after helping secure the $24M PA grant.

Meanwhile AI/data-center power demand keeps exploding, grid reliability is a national priority, and Golden Dome adds defense potential.

2026 = scale/consolidate. 2027 = convert backlog + expand margins. The pieces are coming together. Far from a dire situation. Same naysayers spoke this way about tsla, nvda and amzn as they ramped up.
Bullish

[Henry @Henry8cj]

$BYND I am most optimistic about this - the new production facility Ethan mentioned. This was in reply to Thomas Palmer from jpmorgan. "One of the ones that I'm most excited about is the continuous line that we've stood up in Columbia, Missouri. We're still testing that. We're still spinning it up. But as that comes into focus and starts to really contribute to our volume, that's going to pay, I think, a really nice dividend in terms of conversion."
Bullish

[Henry @Henry8cj]

$BCRX
Netherton Syndrome watch

QNRX
Quoin Pharmaceuticals Reports Positive Interim Data from Ongoing Phase 2/3 Study of QRX003 in Netherton Syndrome

Interim Analysis of the First Six Patients to Complete 12 Weeks of Treatment Met Pre-Specified Alpha Adjusted Target for Primary Endpoint with Statistical Significance
Four of Six (66.7%) Participants Achieved the Target 1-Grade or Greater Improvement in Investigator Global Assessment at Week 12 (p=0.0087) With Statistical Significance versus the Pre-Specified Alpha of 0.0215
Key Secondary Endpoint of Global Impression of Change Also Achieved Statistical Significance at Week 12 (p=0.0070) Versus the Pre-Specified Alpha of 0.0215
All Three Participants with Moderate-Severe Pruritus (Itch) at Baseline Achieved a Clinically Meaningful Outcome of at Least a 3-Grade Improvement After 12 Weeks of Treatment with QRX003
No Treatment Related Serious Adverse Events were Recorded

Quoin Pharmaceuticals Announced That It Has Entered Into A Securities Purchase Agreement With New And Existing Healthcare-focused Institutional Investors To Raise Up To Approximately $50M In Gross Proceeds

[Henry @Henry8cj]

$MARA MARA Could go down tomorrow toward the $11.50 - $11.20 range. Should then explode out with force. Perhaps news? Maybe just moving with BTC and the REAL news is delayed …but getting sidetracked…

“They” could also roll the BOOM to next week (or break this structure completely). Tuesday starts a new monthly candle. Monday ends one. Both days will determine ongoing short term structure. Anticipating something almost imminent to finally send this stock toward $18.

Can we get a last minute bullish candle on the Monthly that engulfs the previous couple of candles?

Either way, I’m expecting a surge to $18 soon. $13 comes first.

Mara should be unfolding in a series of Wave 3s and 4s up for the foreseeable.

$MARA bitcoin:native
Bullish

[Henry @Henry8cj]

$MSOS morning folks. 4H keeps respecting the sma20 (blue) throughout this latest uptrend. Looking for a bounce today. Let’s see
Bullish

[Henry @Henry8cj]

$NOK
Can anybody say something useful here? Nokia has an interest in a company called ESCALE which got a 45 Billion contract. Nvidia bought 3 % of Nokia at 6 dollars a share (a bargain). The company reported increasing Revenues. It's just the Talking Heads and the shorties who are preventing this bird from fly.
Bullish

[Henry @Henry8cj]

$FCEL
Friday again. This week has pretty much been uneventful with some ups and downs but still trading sideways. I have a feeling next week will be a bit more exciting. Let's hope the shorts hold their positions into Wednesday when the next ER numbers come out. 😉
Bullish

[Henry @Henry8cj]

$BYND I am most optimistic about this - the new production facility Ethan mentioned. This was in reply to Thomas Palmer from jpmorgan. "One of the ones that I'm most excited about is the continuous line that we've stood up in Columbia, Missouri. We're still testing that. We're still spinning it up. But as that comes into focus and starts to really contribute to our volume, that's going to pay, I think, a really nice dividend in terms of conversion."
Bullish

[Henry @Henry8cj]

The $UBER Investor Community is officially launched!
We cordially invite $UBER holders to join us to discuss the latest financial reports, launch plans, and market trends.
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#Stocks

[Henry @Henry8cj]

$UBER
Uber could be a $166 stock.

Super-Investor Bill Ackman projects that Uber will compound EPS 25% annually over the next 3-5 years.

With a 20x P/E, that's $166 a share by Q1 2029.