AJ

[AJ @Radd33]

@InvestorDenis $Soun is a leader Gartner Magic Quadrant, adding cust like auto brands & restaurants, and scaling up while trading near its lows. With zero long-term debt. With such a great last earnings report - do we know if integration is working? Is growth slowing? Sentiment or real data?

[AJ @Radd33]

@Mr_Derivatives @Mr_Derivatives Might be worth a relook with an even better look — BD energy - (um. … that’s Buy Dip energy I think)

[AJ @Radd33]

The fact that you can buy $Abvx at this price ahead of so many October conferences is kind of insane. A lot of momentum can build from here imo. Taking some long for the long wknd

[AJ @Radd33]

@ChillBanking Isn’t this what Adam has been saying all along ? !! $NKTR

[AJ @Radd33]

And just like that, people will remember the TAM for asthma, AD, AA and how valuable a unique MOA would be with novel Treg expansion driving long-term disease control. $NKTR could bounce hard here . The signal in AD alone may be worth a lot more. ISR is FUD cmprd to JAK blk bx

[AJ @Radd33]

Retail capitulation flush at bottom on $NKTR ignoring all asymmetric valuation points made over last several months. Sad to see faith lost in AD MOA for no real reason. Let’s see if funds interested and step in for a bounce on this mismatch and some larger block buys come in.

[AJ @Radd33]

The valuation level with cash on hand is insane imo. Seems capitulated on media comments. Wasnt it just a few weeks ago Lancet publication considered the value of new MOA in this AD space … 💼 ?

[AJ @Radd33]

Has mkt forgotten about $NKTR BD interest, new MOA, alt to JAK, TAM, LLY win , cash position ? Even as 2nd line AD - isn’t R\R reward at this point w/ TAM massive? My wild guess is specialist funds will enter this Q now LLY suit resolved and valuation super attractive. 🤷‍♀️

[AJ @Radd33]

@semodough This makes sense if they know what range previous offers have been in. Sounds bullish.

[AJ @Radd33]

$FSLR just hit my add level - Long as energy crisis will continue for long time is my thesis - valuation decent imo

[AJ @Radd33]

@Mr_Derivatives Oh no… if @Mr_Derivatives is now Heisenbear, - this is the top.

[AJ @Radd33]

$ABVX took an entry here ahead of October catalysts - ignoring noise - focusing on potential UC new paradigm. Valuation attractive level .

[J @jayabacus]

22m shares short are going to be a bit of a problem for them today. $vktx

[AJ @Radd33]

@Mr_Derivatives My goodness they are going for it !!!

[Ripster @ripster47]

🚨 $ENPH $FSLR TRUMP HAS SIGNED AN EXECUTIVE ORDER BANNING CERTAIN FOREIGN ENERGY EQUIPMENT FROM THE U.S. POWER GRID ON NATIONAL SECURITY GROUNDS, WITH THE MOVE COMING AMID CONCERNS OVER CHINESE-MANUFACTURED COMPONENTS AND THE U.S. ENERGY DEPARTMENT HAVING 120 DAYS TO DEVELOP RULES IMPLEMENTING THE BAN

[AJ @Radd33]

@Mr_Derivatives @Mr_Derivatives Maybe giving that look again?

[AJ @Radd33]

Analyze for yourself : last earnings report , quarter over quarter growth, meaningful acquisition, and short interest … 💡

[AJ @Radd33]

How is nobody discussing the setup on $SOUN .. doesn’t this thing looks like a pressed down spring reading to 🌋!?

[AJ @Radd33]

@seedy19tron Too conservative. Big seedy fan but too conservative.

[AJ @Radd33]

Favorite baby with the bath water today is $ABVX . ✅