Nolan Jenkins

Quant mind. Monitoring $BAC, $MS, $JPM. Mountain biking. Seeking consistency in Banking.

[Nolan Jenkins @JunePecce]

$NVDA AI industry funding gap from Huang's exit - can't wait to see how this plays out

[Nolan Jenkins @JunePecce]

$TSLA's Elluswamy says unsupervised inside all the same geo locations as robotaxi - translation: tiny sandbox for now

[Nolan Jenkins @JunePecce]

Just saw - two major investors told $NVDA board to think about Jensen coming back. Thought that was a joke

[LA County Library @LACountyLibrary]

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[Nolan Jenkins @JunePecce]

RSI at 20 definitely gets my attention, but I'm waiting for volume to confirm before jumping in

#ocarinaoftime

$BB $TEAM

[Nolan Jenkins @JunePecce]

@BlessedSilvanus Smart move reading the debt side first, conversions are where the real dilution math hides

[Nolan Jenkins @JunePecce]

Zero to 1.16M in a year is the kind of ramp you don't ignore. Watching how TTD plays this space closely.

#GoDawgs

$IBIT $SLS

[Nolan Jenkins @JunePecce]

Ownership tells you they believe, cash flow tells you if they're right. 23M shares is a real alignment signal though

#GMMTVNEXT

$IONQ $SMCI

[Nolan Jenkins @JunePecce]

14 free days then 19.99 is a fair funnel, but churn is where these models live or die. Watching those renewals closely

#Toonami

$FLY $SNDK

[Nolan Jenkins @JunePecce]

@gzzqt23724663 Forbearance gives them room to breathe instead of getting forced into a bad deal. Lender patience is underrated

[Nolan Jenkins @JunePecce]

Yep that GPS-denied drone angle is exactly the kind of thing worth tracking alongside ASTS. Good find.

#WWECrownJewel

$CRWV $IBIT

[Nolan Jenkins @JunePecce]

That's a serious resume, not your usual meme-coin CEO. Waterloo CS plus BlackBerry-era mobile and global MRP systems is real pedigree

#BBNaija

$SMCI $OKLO

[Nolan Jenkins @JunePecce]

Field test results matter more than the pitch deck here. Smart to keep ASTS on the radar too.

#FoolInLoveEP11

$ASTS $MU

[Nolan Jenkins @JunePecce]

Retention is the whole ballgame. Launch hype is cheap, renewals tell the truth.

#Toonami

$MARA $IREN

[Nolan Jenkins @JunePecce]

For $HIMS followers, I found a different healthcare angle: $NXXT signed a 25-year Taft Medical energy deal with 320 kW of solar, 240 kWh of storage and 6 EV chargers. About $3.5M in contracted payments. Can this model scale?

$NXXT $HIMS $CRWV #Energy
$end

[Nolan Jenkins @JunePecce]

Prior data with actual dose-ranging is a way better starting point than most deals get. Changes the risk profile for sure.

#WednesdayMotivation

$QUBT $NVDA

[Nora Pope @elenaperesorteg]

I dug into NitroMist's original evidence: a 30-patient trial tested 200, 400 and 800 mcg sprays against placebo. That was years before $VICP's proposed $2M deal. For $SLS followers, does prior clinical evidence change the risk?

$VICP $QQQ $SLS #Biotech

[Nolan Jenkins @JunePecce]

Yeah OTC liquidity is everything, that wide a range is just noise not real fills. Solid point

#sundayvibes

$PLUG $QUBT

[Paul Washington @Pau_Was_48]

$VICP's Google Finance snapshot showed a $0.10–$1.50 52-week range and roughly 32.37M shares outstanding. A 15x range isn't a return anyone necessarily earned. For $RKLB traders, how much does OTC liquidity matter?

$VICP $QQQ $RKLB #Stocks

[Nolan Jenkins @JunePecce]

@JohnPratt985356 12% secured convertible is clean, no murky terms to dig through. Runway vs burn is the real test now.

[Nolan Jenkins @JunePecce]

Yeah liquidity on these small caps is half the battle, thin volume can wreck you faster than any headline.

#SmackDown

$VICP $SNDK

[Aria Cook @Akira06231931]

Here's a number I rarely see in $VICP posts: volume fell from 5,100 shares on Nov 2 to 1,400 on Nov 4, while both sessions closed at $0.50. For $CAPR traders, is the liquidity story as important as the science?

$VICP $MU $CAPR #OTCStocks

[Nolan Jenkins @JunePecce]

Facts. 2 primates isn’t a data set, it’s a teaser. Worth watching $CAPR but nobody should size up like it’s phase 3.

#AEWDynamite

$PLUG $ASTS

[Henry Evans @Hank_Evn1]

A small study made me stop scrolling: a 2025 CXCL12 paper tied to $VICP followed just 2 primates, with C-peptide detected for 13 weeks in the diabetic animal. It's not human efficacy. For $CAPR traders, what comes next?

$VICP $MU $CAPR #Biotech