Scott Cooper

Current holdings: $NEE, $DUK, $AEP, $SO | The electrification of everything.

[Scott Cooper @aj_magallon]

genuinely curious what the $NVDA board reply letter says - 'thanks, we'll consider the potential return of Jensen' lmao

[Scott Cooper @aj_magallon]

@Smith_WessonInc for sure, looks amazing all around

[Scott Cooper @aj_magallon]

the $AAPL duo can't stay in stock but at least i can unlock it with my watch - small victories

[Scott Cooper @aj_magallon]

@TheQuietCalf definitely feels like there’s more room to drop today

[Scott Cooper @aj_magallon]

@BELCTONER3 Forbearance just buys time though, not a fix. Next filing will tell if they actually deleverage or just kick the can again.

[Scott Cooper @aj_magallon]

Revenue line beats hype every time. Watching that $1.81M trend develop is the move 📈

#WWECrownJewel

$SNAP $SOXX

[Scott Cooper @aj_magallon]

Yeah the 2027 cost normalization assumption is the whole ballgame, targets mean nothing if that slips.

#Midterms2026

$AMD $RKLB

[Scott Cooper @aj_magallon]

Buzz without price action is just noise. Volume that thin tells you everything.

#DUUUVAL

$IREN $MDGL

[Scott Cooper @aj_magallon]

Yeah run rate is just a story until it shows up in real quarterly sales. Repeat customers first for me.

#UFCVegas124

$SNAP $RKLB

[Scott Cooper @aj_magallon]

Something caught my eye at $NXXT: CEO Farkas exchanged $7M in obligations for 7,000 preferred shares on Nov 3. That's $3.63M principal, $2.75M interest and $621K in fees—no cash paid. Could this give the energy business more flexibility?

$NXXT $QQQ $CRWV #Energy
$end

[Scott Cooper @aj_magallon]

25 years of contracted energy services. That's the kind of long-term business model I like researching.

#Energy

$NXXT $CRWV

[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

[Scott Cooper @aj_magallon]

A $7M debt exchange and now a dramatic trading session. Quite a few developments to research at $NXXT.

[Logan Harris @rosarioruiz1]

$NXXT flashed $1.61 (+763.27%) on a Nov 11, 10:58 AM ET Google Finance snapshot. After a -92.85% close on Nov 10, this is a violent intraday rebound, not a weekly gain. Watching the price and volume—are you?

$NXXT $QQQ $RKLB #Stocks #trading

[Scott Cooper @aj_magallon]

The new model is what matters, nobody's trading the 1997 version.

#FursuitFriday

$SLS $SMCI

[Terry Collins @_mamocamu]

I checked an old $VICP company profile: founded in 1997, renamed from Phage Therapeutics in 2017, then merged with Stateline in 2026. That's almost 30 years of corporate history but a new business model. Which era counts?

$VICP $MU $HIMS #OTCStocks

[Scott Cooper @aj_magallon]

@TeamSituJomblo Yeah, secured paper with a named pledge is way easier to underwrite than the usual hand-wavy stuff. 12% behind collateral tells you someone actually did the diligence.

[Scott Cooper @aj_magallon]

@katherine_60827 Runway is everything for small teams, good to see it locked in before they announced it

[Scott Cooper @aj_magallon]

Audited numbers or it's just noise. Merger adds accounts but illiquidity plus missing data is a hard pass until they show real books.

#WWENXT

$ZETA $NVDA

[Ruby Foster @harrywhines]

I found $VICP flagged for high illiquidity and missing recent financial data on Simply Wall St. The Sep 2026 merger added a drug distributor with ~400 medical accounts. What audited numbers would convince the $ABCL crowd?

$VICP $NVDA $ABCL #Biotech

[Scott Cooper @aj_magallon]

Yeah at least they publish the mediocre data, most biotech just buries it. Primate studies are a start but 2 animals isn't much to hang a thesis on

#UFCVegas124

$DJT $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

[Scott Cooper @aj_magallon]

@themandwinsport Yeah the first close matters way more than the max number. I'd watch the spend on that first tranche too, that's where you find out if they're actually building or just talking.

[Scott Cooper @aj_magallon]

Cash in the account beats a promise every single time. That’s the kind of follow-through that actually matters.

#teenageers

$MARA $TSLA

[Scott Cooper @aj_magallon]

@JohnPratt985356 Yeah that clarity is rare, most of these you gotta reverse engineer the whole stack. Monthly amortization makes it way easier to stress test too