TheSaidi

[TheSaidi @TheSaidi]

@LuckyPenguin10 @JTLonsdale @US_FDA @JTLonsdale this is anti-dynamism for real

[George Lee @TinMarkProd]

@DrMakaryFDA @DrMakaryFDA - all we ask is that you reconsider AMT-130. The HD community truly needs it. The basic principle of MAHA is the right to try. Please don’t take that away from us @MAHA_Action @WhiteHouse @StevenCheung47 @SusieWiles @BeckyQuick

[CP2 @LuckyPenguin10]

Hello 👋 — one of the “mosquitoes in the swamp” here.

A little context:

1) We use $QURE because that’s what gets reach on this platform. Sorry — I don’t make the rules. Maybe @elonmusk or @nikitabier can help with that?

2) Our motivation is to help the voices of Huntington’s disease patients and families be heard.

That includes @laurencurehd @Christina4HD @rachelreising96 @afkennedy8, their families, and thousands of others.

If amplifying their voices makes us “mosquitoes in the swamp,” so be it.

Hope this helps.

[Rep. Jake Auchincloss 🟧 @RepAuchincloss]

This 'senior official' was Vinay Prasad. Disclosing trade secret information without legal authorization is a prohibited act under the FDCA & a criminal violation under the Trade Secrets Act.

[TheSaidi @TheSaidi]

@rachelreising96 Wasn't @LauraLoomer advocating against this Vinay Prasad guy a while back? It's crazy how he's hiding behind the "anonymous FDA official" cloak

[Bloomberg @business]

A new demand from the FDA in a clinical trial for a cutting-edge gene therapy from UniQure is raising ethical questions https://t.co/1Hab95M0pT

[TheSaidi @TheSaidi]

@LuckyPenguin10 You said two reasons, what's the other?

[TheSaidi @TheSaidi]

@LuckyPenguin10 @shawngorham 💯

[TheSaidi @TheSaidi]

@speculator20221 @LuckyPenguin10 Tweet or substack? I don't see a tweet.

[TheSaidi @TheSaidi]

@LuckyPenguin10 @OneManLBO 😂

[TheSaidi @TheSaidi]

@LuckyPenguin10 @DallasAptGP 🤣🤣🤣

[TheSaidi @TheSaidi]

@LuckyPenguin10 @jeremygiffon He had a heck of a run

[TheSaidi @TheSaidi]

@trader_bpop https://t.co/iiYCvN3jtb

[CP2 @LuckyPenguin10]

Here’s how I think about valuation with $CLPT:

I obviously think about and care very much about valuation. I care even more about the company’s quarterly execution in the context of the plan that was laid out by the CEO through the end of 2025. But I don’t think about it in terms of where the stock could go in the next 6-12 months.

I don’t fault anyone for playing the short term game, but if that’s what you’re doing, you have to base it on technical analysis (given where the company is at this point in time). That’s just not my approach.

Can the stock continue to run up with the current momentum?

Maybe. Maybe not. What I will say is that these types of runs tend to last longer than expected – especially for companies that can show some fundamentals to support the long-term vision.

Take $NVDA as an example: people thought it was expensive at $800M market cap, then at $1T, $2T, and now at $3T.

I’m not directly comparing Clearpoint Neuro to NVIDIA—NVIDIA is riding a generational tech wave with staggering revenue growth—but the point is, that there are certain companies where the fundamentals and surrounding factors can evolve rapidly.

[TheSaidi @TheSaidi]

@LuckyPenguin10 @sweatystartup Yeesh

[TheSaidi @TheSaidi]

@kimsbinvesting @FrameworkWisely @LogicalThesis https://t.co/iiYCvN2LDD

[CP2 @LuckyPenguin10]

Here’s how I think about valuation with $CLPT:

I obviously think about and care very much about valuation. I care even more about the company’s quarterly execution in the context of the plan that was laid out by the CEO through the end of 2025. But I don’t think about it in terms of where the stock could go in the next 6-12 months.

I don’t fault anyone for playing the short term game, but if that’s what you’re doing, you have to base it on technical analysis (given where the company is at this point in time). That’s just not my approach.

Can the stock continue to run up with the current momentum?

Maybe. Maybe not. What I will say is that these types of runs tend to last longer than expected – especially for companies that can show some fundamentals to support the long-term vision.

Take $NVDA as an example: people thought it was expensive at $800M market cap, then at $1T, $2T, and now at $3T.

I’m not directly comparing Clearpoint Neuro to NVIDIA—NVIDIA is riding a generational tech wave with staggering revenue growth—but the point is, that there are certain companies where the fundamentals and surrounding factors can evolve rapidly.

[TheSaidi @TheSaidi]

@LuckyPenguin10 @guessworkinvest Totally agree, depends on the intended audience

[TheSaidi @TheSaidi]

@LuckyPenguin10 @PythiaR @admsteiner @peter_mantas @biggercapital Skip @biggercapital and give it to @EdenRahim

[TheSaidi @TheSaidi]

@LuckyPenguin10 @lexfridman Lex knows Joe better than Joe knows himself

[TheSaidi @TheSaidi]

@drowsyinvestor Link?

[TheSaidi @TheSaidi]

@NestBetter https://t.co/XShVC5hHN6

[CP2 @LuckyPenguin10]

ClearPoint Neuro $CLPT is one of the most compelling companies in the public markets right now.

It's a biotech ETF wrapped in a medtech platform, and we’re watching moat creation unfold in real-time.

Shout out to @biggercapital for putting this on my radar in 2017 back when it was MRI Interventions.

Q2 2024 earnings showed that they've finally hit the inflection point they've been heavily investing towards since Joe Burnett took over as CEO (evident in the +76% run up in the stock price over the last week).

After a week of digesting the results, here’s what excites me most: