PugCap

Long scams short vol. Tweets do not constitute investment advice.

[PugCap @PugCap]

Looks like $DVLT just admitted their bitcoin holdings were imaginary

[PugCap @PugCap]

The 200m worth of Semnur Stock $SCLX claimed to have swapped for 200m of bitcoin is now worth ~7m USD, this $DVLT 50m worth of bitcoin transaction announced today sure seems suspicious...

[PugCap @PugCap]

"family trauma" is an interesting way of saying Sable Offshore Corp

[TMZ @TMZ]

🚨 EXCLUSIVE: Phil Mickelson entered treatment center for family trauma and addiction.

Details: https://t.co/CbD6JFsyQO

[PugCap @PugCap]

This is the alpha SemiAnalysis paid big bucks for

[Oracle @OracleNYSE]

$NXH Citrini out with squeeze speculation

CITRINI: NXH “DEGEN” RETAIL SQUEEZE SETUP IF CHRISTMAS TARIFF RELIEF BLEEDS INTO BEATEN-DOWN RETAIL

[PugCap @PugCap]

There was no better indicator that someone wasn't thinking for themselves than being long $ENVX

[PugCap @PugCap]

The 200m worth of Semnur Stock $SCLX claimed to have swapped for 200m of bitcoin is now worth ~7m USD, this $DVLT 50m worth of bitcoin transaction announced today sure seems suspicious...

[PugCap @PugCap]

$SCLX Scilex, spun out of now bankrupt Sorrento Therapeutics, claims to have sold to Biconomy, 26th largest cryptocurrency exchange per CoinMarketCap, 200m USD of Semnur Pharmaceuticals stock for 200m USD bitcoin. Then announced plans to invest 150 of that into Datavault. $DVLT

[PugCap @PugCap]

$NEGG Galkins want out of their failed Newegg short squeeze, just filed to dump about 1/3 of their position, with insiders looking to sell another 5.5m

[PugCap @PugCap]

$IBRX
The PSS flywheel

Lie about Anktiva, increasing ImmunityBio market cap by billions and his own net worth in the process

Receive FDA warning letter

Play victim to rally the bagholders

Rinse, repeat

[Benjamin J. Davies MD, MBA @daviesbj]

Anktiva marketing. I don't get it

[PugCap @PugCap]

$STEX the "boy wonder" CEO has set a new standard in shareholder wealth destruction.

Don't say you weren't warned

$BSGM

[PugCap @PugCap]

$BSGM just filed the financials for the Streamex acquisition and let's just say its... embarrassing.

https://t.co/WMVzZp1ash

[PugCap @PugCap]

$DVLT
That imaginary 92m in bitcoin from Henry Ji ain't fooling anybody.

[PugCap @PugCap]

@Zackfoot I believe the deal was downsized from 200 to 150?

[PugCap @PugCap]

$NAK

[PugCap @PugCap]

Given the horrific pricing of last night's $JOBY raise, what type of discount does illiquid 3rd tier eVTOL Vertical Aerospace raise at?

$EVTL

[PugCap @PugCap]

@elkwood66 Geert has put out similar PRs, I can assure you

[PugCap @PugCap]

$IBRX Jan '25 "FDA gave unanimous guidance and encouragement" -> May '25 "FDA issues Refusal to File"

Jan '26 "we can submit sBLA with additional info w/o new trial"

Something tells me these guys aren't being up front with investors about these conversations with the FDA

[PugCap @PugCap]

$IBRX with the classic bioturd PR this am, "the patients in our cherrypicked study aren't dying so it must be working"

[PugCap @PugCap]

@accounting_ds Why are you continuing to push this false narrative "82m inventory" when it is a single isolated instance of an LLM hallucination in an AI written summary from "Streetwise"? All the analyst coverage (Roth, Needham, ThinkEquity, Stonegate) shows the correct information. $VLN

[PugCap @PugCap]

$IBRX ANKTIVA couldn't save the Dilbert guy so the CEO has to find other creative ways to pump the stock

[Dr. Pat Soon-Shiong @DrPatrick]

Was able to provide access to Anktiva yesterday ..NK and T cells matter especially when radiation is happening . One patient at a time ..a difficult way but we will continue to work as hard as we can to make this supercharged NK cancer killer available to all who desperately need it.

[PugCap @PugCap]

If your company had "cured cancer" you wouldn't be commenting on the number of shares it traded.

$IBRX

[Dr. Pat Soon-Shiong @DrPatrick]

70 million shares traded today. Why would you short a company trying to cure cancer?

[PugCap @PugCap]

$VLN This account moved the stock 75% in a day by misrepresenting a single instance of an LLM hallucination in an AI-generated summary article. Every analyst note reflects the correct financials (11m in inventory, not 82m) this is just a lazy pump job.

[PugCap @PugCap]

Scilex aggressively dumping their $DVLT shares, unclear if this is related to the loan default

[PugCap @PugCap]

Scilex already in default with $DVLT at these prices.

$SCLX

[PugCap @PugCap]

How long until Scilex 100m loan collateralized by pledged shares of $DVLT blows up?

Already nearing the 20% down clause