IPODave

IPOs since 1998. All posts my opinion only, no trading advice. Markets are built off investor confidence - confidence requires ethics, rule of law

[IPODave @IPODave]

Yes $VVVV would need to reclaim that IPO price of $18 to prove buyers are in control. So for now we wait on add'l adds

[IPODave @IPODave]

$WWB - luv a game of ping pong.... ty

[IPODave @IPODave]

$WWB bought back my sold $31s+ shares for $26s - bid all way down to $18 again as we know this game can be vol

[IPODave @IPODave]

$VVVV still amazed we have a peptide cavity filler - wonder how long before they have one for consumer use & instead requiring a Dentist. But still impressed where peptides are leading us - just wish we had more trials across this sector.

[IPODave @IPODave]

$WWB will now be an add on pullback as again solid name. $VVVV has that peptide angle so will hold for now after selling 1/3 on bump

[IPODave @IPODave]

$WWB - let go rest down to token over $31 here. Solid trade from $18s

[IPODave @IPODave]

Sold $WWB majority $24.45. Adding $VVVV $14s - tricky dental name but it has created an interesting peptide cavity filler - so willing to step in first adds $14. Traders may see it as a peptide play

[IPODave @IPODave]

$WWB - added this name $18s - adds lower. Solid biotech but we know how these trade so patience required. Still name i want to own larger

[IPODave @IPODave]

Wonder if next week if the market continues weak we will start hearing how everyone selling down their portfolios to make room for $ANT - happened w $SPCX but another BS excuse. Market just ain't healthy when it should've remain calm.

[IPODave @IPODave]

Of course we have two pharma/bio IPOs - they never ending - priced under or mid range - we have too many of these names but I'll keep adding small the stronger names letting the rest fall to single digits

[IPODave @IPODave]

Another give up day in AI-land right into another OPEX - quants making bank off the buy the dippers. Didn't like action EOD on $PEPG as i don't trust any small cap bios - plus cautious on Guggenheim offerings - lots of manipulation. $PEPG shld've priced $4.25-$4.50

[IPODave @IPODave]

We got it on Jensen news - let's move on. 24/7 commentary is enough for several days.

[IPODave @IPODave]

Other than adds across AI names, I'm watching to see if the $PEPG offering holds. So far so good since a good chunk of shares.... Be back later today to see if it derserves a larger hold.

[IPODave @IPODave]

AM buys still positive so thats a small win - trying to build a balanced portfolio here in all the rubble.

[IPODave @IPODave]

Call me surprised - $NVDA best be smart & move Jensen into another position and quick. Think $NVDA not handling this too well so far as this should've been done ASAP

[IPODave @IPODave]

Anthropic $ANT - traders will ping pong this name but come 2027 once all settles out you’ll get the name lower than first days. There’s a great deal in S1 that will have investors concerned - but that will probably be ignored until after Holidays

[The Information @theinformation]

How Meta and Microsoft are working to wean their employees off Anthropic’s Claude

[IPODave @IPODave]

Thought we’d finally have a few days of calm - but not in this market.

[IPODave @IPODave]

Interesting timing for $NVDA w earnings next week - 17th. New CEO would usually means conservative chatter on earnings ahead.

[IPODave @IPODave]

Big Pharma keeps getting moved around since they in the quants crosshairs but damn if bio specific funds have been shellshocked so secondary bio names remain dead in water.