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🚨 $IOVA HOLDERS!
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$IOVA at ESMO 2026
Key presentations lined up for Amtagvi (lifileucel):
• 2072O — Lifileucel + pembrolizumab in frontline advanced melanoma
→ Potential move into first-line treatment
• 3725RO — Lifileucel in UPS & DDLPS sarcoma
→ New indication in soft tissue sarcomas with high unmet need
• 2117P — Overall survival vs real-world standard of care
→ Strengthens clinical value of commercial Amtagvi• 2125P — Lifileucel vs Opdivo + relatlimab
→ Direct competitive positioning against BMSIovance has confirmed the first two oral presentations in its corporate update. The posters appear in ESMO abstract records.
TIL therapy expanding beyond melanoma. Frontline potential + sarcoma data could meaningfully broaden the addressable market.
ESMO Madrid, Oct 23-27. Worth watching.
🚨 $OKLO HOLDERS!
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$OKLO just leveled up.🚀
DOE selected Oklo to advance Groves 2 Forge under the Nuclear Energy Launch Pad — building directly on the Groves Isotope Test Reactor that hit criticality in under a year on private land in Texas.
CEO Jacob DeWitte:
“Groves showed how quickly a new reactor could be built and brought to criticality… Groves 2 Forge will build directly on that foundation by adding the capabilities needed to irradiate target materials and process and prepare valuable isotopes.
Focus: lutetium-177 and other therapeutic isotopes for radiopharmaceutical cancer treatments.Not just clean power anymore.
Oklo is opening a new business line that strengthens domestic supply of critical materials for cancer care — reducing reliance on aging foreign reactors.
From greenfield to criticality in <12 months.
Now scaling into life-saving isotopes.
Nuclear is back. And it’s multitasking.
🚨 $FRMI HOLDERS!
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$FRMI this was 25% higher just 3 days ago, has TWO upside gaps to fill above. I think that much bounce is easy, then over time a move back toward the $10 it was in the summer.
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$VST 🚀
AI runs on nuclear and 1500 data centers are under construction.
Recurring revenue stream for nuclear companies and it’s only going to go up.
$240 by end of year. Bullish
🚨 $AMFN HOLDERS!
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$AMFN bulls in the Florida Panhandle
Looking for help with hurricane debris removal — $1,700/week.
At today’s price that’s nearly 19,000 shares a week.
Message me if interested. Bullish.
🚨 $CRML HOLDERS!
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$CRML update
6-month chart vs EULIF + other critical mineral names:
CRML has clearly held up better than Ucore and American Antimony.
The merger ends the chronic depreciation cycle.
EUR exposure is effectively ~2x relative to CRML, plus ~$200 M cash coming in.
The less-bad price action may already reflect slow NPV accumulation.Bullish.
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$BRUN Just reviewed the Oct 8 POS AM filing.
It’s not ~19M shares — it’s up to ~58.7M shares registered for resale by selling holders (Class B conversions, private warrant shares, founder/selling holders + earnouts). Company gets zero proceeds. Main 6-month lock-up from the May close ends around Nov 8.
That’s a real overhang, no question.
But if Andrew & the team drop a strong Q3 update (contracted revenue, utilization, more AI cloud wins) right around the unlock window, it could generate the demand needed to absorb a good chunk of that supply.
Execution is the only thing that matters from here. Bullish.
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$IREN
New shares from ATM added to float during market hours will neutralize any spike. If you're day trading, it's like a clock.
This stays firmly in 30s-40s range until revenue pivots and ATM winds down. Shorts know it. They're not going anywhere.
Still holding.🚀
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$SLS Top Biotech & Biopharma Buyouts of 2026:
• Recordati / CVC-GBL: ~$12.4B
• Sun Pharma / Organon: ~$11.75B EV
• Merck KGaA / Bio-Techne: ~$11.3B
• AbbVie / Apogee: ~$10.9B
• GSK / Nuvalent: ~$10.6B
None of these were pre-commercial Phase 3 platform assets like GPS.
Big Pharma is paying the highest premiums right now thanks to $380B in patent expirations from 2026–2030. Bullish.
🚨 $ABCL HOLDERS!
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$ABCL 🚀
If you’re willing to invest and stay patient through to FDA approval, this has the makings of an excellent investment.
It will just take some time and discipline.
The setup is there — now it’s about holding through the process.
🚨 $VKTX HOLDERS!
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Biggest bear thesis on $VKTX isn’t whether the drug works — everyone knows it drives fast, meaningful weight loss.
It’s the “me-too” label and competition.
But if retatrutide + VK2735 sit at the top of the efficacy curve while everything else is substandard, niche, or budget… and the TAM is already $100–150B (and still growing with new indications)…
Then who cares if it’s “me-too”?
Split the pie. Capture 10%+ = $10–15B+ in sales.
For a company trading at ~$3.5B market cap.
That’s the setup.
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$XCN Update — Oct 12
OIP-5 is queued after overwhelming support
(~1.22B XCN Yes vs 1.15M No)
Key changes:
• 100% L1 tx fees burned
• Voter-approved portion of Onyx Swap revenue → buybacks & burns
• Onyx Launch development (more potential burn revenue)This moves XCN closer to a model where network growth directly reduces supply.
Mechanisms not activated yet. No verified new burns under OIP-5.
Positive step for the long-term thesis. Real impact still needs to be proven.
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$GNS Base case: $0.15–$0.25
Stock consolidates while investors wait for proof that business growth + legal progress will actually convert into shareholder value.Bull case: $0.25–$0.50
Sustained momentum shift driven by favorable legal developments, credible financing, improving results, and heavy buying volume.
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$AMFN you are out here sell and INSIDERS are buying and you didnt stop to ask you self why.
some people are really OK with pocket change.
Keep selling makes it cheaper for me. Bullish🚀
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$MU broke below $1,000 today after reports that China’s CXMT plans to launch new server memory by year-end — using a design that packs more capacity into smaller chips despite U.S. equipment restrictions.
Most of that supply will likely stay inside China first.
Bigger risk is longer-term DRAM pricing pressure rather than an immediate threat to Micron’s HBM business.