Mitchell, Just A Guy

Health is wealth. Good luck, friends

All stock mentions are speculative only — not financial advice. DYOR.

[Mitchell, Just A Guy @TechandEnergy]

$DRTS

[Mitchell, Just A Guy @TechandEnergy]

@FirstSquawk $DRTS
blasting away tumors in all indications it is touching

[Alpha Tau Insight @AlphaTauInsight]

$DRTS CFO on their new Commercialization Deal:

“Tens or hundreds of thousands of dollars per treatment, tens of thousands of patients per year”

That’s Billions in revenue from just one indication in one country, with more to come!

[Mitchell, Just A Guy @TechandEnergy]

@0xdasha Enhanced Geothermal Systems (EGS)

[Mitchell, Just A Guy @TechandEnergy]

@coreyepstein

[Alpha Tau Insight @AlphaTauInsight]

The $DRTS treatment could be the first real cure for GBM, as first patients are “doing great”.

The company will share initial results from their FDA Recurrent Glioblastoma (brain cancer) trial later this quarter.

Here’s how it works:

[Mitchell, Just A Guy @TechandEnergy]

https://t.co/OVmH5TSvFg

$GOOG $SPCX

"...under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to "approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components..."

[Mitchell, Just A Guy @TechandEnergy]

@deepvaluedude

[Mitchell, Just A Guy @TechandEnergy]

@AIEquities @nebiusai 3.4 million shares of $HIVE in there too

[Mitchell, Just A Guy @TechandEnergy]

The most valuable takeaway from these conversations with Claude and GPT, IMO:

[Mitchell, Just A Guy @TechandEnergy]

Today, $DRTS Alpha Tau released: https://t.co/Nmyc41vvCA

I asked GPT and Claude to compare the data to any and all pharma companies on the market from penny stocks to major pharma.

They both identified $IBRX had the closest data; but DRTS was better.
(AI walls of text)
GPT:

[Mitchell, Just A Guy @TechandEnergy]

Claude:

tl;dr - $DRTS has more impressive data in GBM than $IBRX (source: GPT and Claude)

[Alpha Tau Medical @AlphaTauMedical]

https://t.co/CJD2Ea72bl

[Alpha Tau Medical @AlphaTauMedical]

Alpha Tau Receives FDA Clearance to Complete Enrollment in #REGAIN Recurrent Glioblastoma Trial and Add Two U.S. Clinical Sites; Early Interim Results Showed 100% Local Disease Control

For full PR - Check the firt comment

[Mitchell, Just A Guy @TechandEnergy]

Is $HIVE.NE too cheap to ignore?

[Mitchell, Just A Guy @TechandEnergy]

@Samaytwt OpenAI currently has the strongest brand and user base.
Anthropic is gaining fast on capability and enterprise trust.
Google has data + compute scale.
Grok has X and a few gov. contracts.

My guess would be Google. At a certain point OpenAI and Anthropic need their own infra.

[Mitchell, Just A Guy @TechandEnergy]

Collaborating with Claude - DRTS - How we went from 7 bear cases to 1: A systematic breakdown of Alpha Tau Medical's risk profile with Claude

[Mitchell, Just A Guy @TechandEnergy]

I hold a position in $DRTS. Not financial advice.

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[Mitchell, Just A Guy @TechandEnergy]

Most people have no idea how practically deployable $DRTS Alpha DaRT actually is. Just read the clinical best practices paper (PMC12036777) and I can't find negative observations when I actively seek them out.

https://t.co/iOy1wdtr4N

1

[Mitchell, Just A Guy @TechandEnergy]

"Alpha DaRT treatments have been used both in large research hospitals around the world as well as in smaller clinics. Thesimplicity inherent in the method...allows for it to be used in rural and communitybased clinics, with a good degree of ease and confidence."
Peer reviewed.
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