JC Denton Capital LP

Knife catcher extraordinaire.
Long SaaS, biotech, and critical minerals.
Deeply unserious person.

[JC Denton Capital LP @JC_Capital_LP]

@anidesh7 Good
$IWM is infested with shitcos

[JC Denton Capital LP @JC_Capital_LP]

@DoubleWideCap @INArteCarloDoss Huh nevermind then.
I guess the founder/owner of $LBRT needs to protect his business interests

[JC Denton Capital LP @JC_Capital_LP]

@faustianwigger

[JC Denton Capital LP @JC_Capital_LP]

> $MRNA
> $79.4B MC and $2.23B TTM revenue
> "Massive cash pile"

[CMS Invests @cmsinvests]

Here are the 5 biotech stocks that can 10x:

1. $HIMS - $6.86B MC and $2.58B TTM revenue (+28%), 3M subscribers, GLP-1s + international expansion

2. $RXRX - $2.01B MC and AI drug discovery. Roche/Genentech + NVIDIA partnerships, internal pipeline

3. $MRNA - $79.4B MC and $2.23B TTM revenue. Massive cash pile, vaccines + oncology + rare diseases

4. $TEM - $15.3B MC and $1.43B TTM revenue (+50%). 2026 guide of $1.6B, oncology diagnostics + AI

5. $CRSP - $5.24B MC and CASGEVY revenue accelerating. First approved CRISPR therapy, $2.36B cash

Thank me later.

[JC Denton Capital LP @JC_Capital_LP]

@sorianmare Seriously though I'd short $PYPL to zero if I could I hate it that much lol

[JC Denton Capital LP @JC_Capital_LP]

@CatNyanpital Lmao my first thought seeing Muse plowing the fields

[JC Denton Capital LP @JC_Capital_LP]

@tkisrage Always was. Still is.

[JC Denton Capital LP @JC_Capital_LP]

@sorianmare My experience in retail is probably the biggest reason I can never be bullish $PYPL. Because it's such a POS (and I don't mean point of sale😆

[JC Denton Capital LP @JC_Capital_LP]

@sorianmare As someone who worked in retail many years ago I fully agree.
The ease at which we were able to process returns made by customers using Apple Pay was night and day.

Especially compared to the glitchiness of PayPal returns

[JC Denton Capital LP @JC_Capital_LP]

@kingtutcap No opinion on heisenberg, but was it not common knowledge what Geiger was/is a POS?

[JC Denton Capital LP @JC_Capital_LP]

@shortbus_ace He's dipping his toes into biotech now. Should be hysterical.
Watching generalists wander into pharma investing is so entertaining

[JC Denton Capital LP @JC_Capital_LP]

@tmaxftw After the first few sentences you realize it's all Claude slop anyway 🤢

[JC Denton Capital LP @JC_Capital_LP]

@CorneliaLake @mb_ghalibaf @WAR527 We're asking the Quant-atollah for free alpha. I love it

[JC Denton Capital LP @JC_Capital_LP]

@BowTiedLobster @RassaSamimi @gbrew24 They can't. Export tarrifs are illegal.

Article I, Section 9, Clause 5 of the US Constitution
"No Tax or Duty shall be laid on Articles exported from any State".

[JC Denton Capital LP @JC_Capital_LP]

Northeastern states would be FUBAR.

Pipelines are already at max capacity.

And the Jones Act (essentially) prevents shipping US diesel between US ports.

Probably end up with worse diesel prices than the EU.

[First Squawk @FirstSquawk]

TRUMP SAYS HE IS CONSIDERING A DIESEL EXPORT BAN 'VERY SERIOUSLY' AND THAT THE U.S. MAY IMPLEMENT IT, THOUGH IT COULD CAUSE A SMALL RISE IN GASOLINE PRICES.

[JC Denton Capital LP @JC_Capital_LP]

@Blueandorange33 @CRUDEOIL231 Better off shorting cruise lines. For various reasons including fuel prices

[JC Denton Capital LP @JC_Capital_LP]

@DoubleWideCap @INArteCarloDoss You'd think at least one person in his cabinet would mention the Jones Act and the implications this ban would have for northeasterners

[King Ethan @Kr3py]

Don’t forget

[JC Denton Capital LP @JC_Capital_LP]

@ObiliqueSense @Kr3py Do you own the vending machines to generate passive income?

[JC Denton Capital LP @JC_Capital_LP]

@BoringBiz_ This is a joke, right? 😆

This is the 5th account in the past 24hrs I've seen on Fintwit with a large following give this exact pitch