guy jud

[guy jud @jud_guy]

@Lawnknome824 @VerdejoHo @nicksortor I think the more interesting question is whether a US President can enact these measures w/out Congress. Some of his tariffs were stopped by the Courts and others permitted. I have no idea where this would stand

[guy jud @jud_guy]

@Lawnknome824 @VerdejoHo @nicksortor When goods arrive at a U.S. port, customs officials don't just look at the country the ship departed from; they look at the Country of Origin. I am no trade expert but AI does a pretty good job explaining the rules. It's all moot anyway cause I doubt it happens

[guy jud @jud_guy]

@leRobbyy @VerdejoHo @nicksortor There are always tradeoffs with some businesses helped and some hurt by any policy (US makers losing to Spanish imports would benefit here). I don't like tariffs/trade restrictions in general and doubt this happens here. My point,if enacted the net neg > for Spain than US

[guy jud @jud_guy]

@VerdejoHo @nicksortor Spain accounts for roughly 1% of total U.S. trade, the United States makes up about 6.5% of Spain's total trade so I would think a cessation of trade hurts Spain much more despite the # you cite

[guy jud @jud_guy]

$SNWV Flipped for quick 25% gain, but I'm moving on, just don't love mgmt. Shifting $ into $LNSR, which is cheaper, higher moat, w same razor/blade model + AI/robot angle. Busted takeover killed intl biz+ domestic PE customer headwinds so patience required, but tech is good

[guy jud @jud_guy]

$LNSR Index rebalancing hit stock. Fully diluted trades 3x sales (FY26 sales est $58 m). Busted Alcon deal stalled ALLY placements, but high-margin recurring revenue ($12.6 m out of $13.4 m Q1 sales) is strong and Q cash burn ($1.75 m) is manageable. I am a buyer

[guy jud @jud_guy]

$SNWV Boy, this was a microcrap healthcare favorite that has fallen hard. I've traded this the past year (thankfully w minimal loss) but think maybe it's worth a revisit, but the CEO's flowery language kind of a turnoff and wonder about reseller inventory given sell-in recog

[guy jud @jud_guy]

@REXFineArt In England, the cost is $50k.

[guy jud @jud_guy]

re $DCTH Pathway to NHS funding

[Dr Greg Wilson @uk_oncologist]

🤞Great news - Could lead to NHS funding for #Chemosat #PHP #Hepzato for patients with metastatic ocular (uveal) melanoma (#mum) with liver metastases in UK. @DelcathSystems @ACureInSight1 @OcuMelUK @CureMelanoma @MRFCureOM @MelanomaAus
https://t.co/Bi5cFEhKzX

[guy jud @jud_guy]

$DCTH Columbia University Medical Center just added as 30th active center

[guy jud @jud_guy]

$NMTC. Been a terrible investment so far, but both the epilepsy and now facial pain catheters produce great results. Back pain and neuro drug delivery pipeline has potential too. https://t.co/444sxspsQB

[guy jud @jud_guy]

Instructions: "...performing a figure-8 footwork drill on a solid green screen background. She moves continuously in a figure-8 pattern around two invisible points on the floor about 4 feet apart, shuffling and crossing her feet as she loops around each point ..."

[guy jud @jud_guy]

Google really disappointing despite using Claude to write AI friendly instructions. The videos look nice, but the AI tries to be artistic instead of just following literally what it's told. See below for lousy figure 8.#AIVideo #GenerativeAI

[guy jud @jud_guy]

@muddywatersre I have been building games (for fun) using Claude and it constantly amazes me that besides handling the coding, when prompted, it can also make great suggestions in how to improve gameplay. it's just pure fun experimenting and creating

[guy jud @jud_guy]

For fun, I created a web app game- Six Degrees of Hollywood. The longer the links you create, the higher your score . It's free, no download, takes 3 minutes, and is addictive-IF you like movies. Here is the link: https://t.co/no9o0djRLJ

[guy jud @jud_guy]

Fun game if you are into movies and Hollywood. https://t.co/cIhzc4rfEQ

[guy jud @jud_guy]

$KRMD Continued execution shown Q1 w new CEO likely to accelerate push into non IG. Underappreciated IMO how large the opportunity is in infusion centers, especially oncology drugs, which can be maddening for nurses to push manually multiple patients. Valuation very modest

[guy jud @jud_guy]

$DCTH "over $100 m " guidance remains. W chopin and more hospitals, + steps taken to mitigate Q3 challenges , and the likelihood that new patient starts are strong (per Q4 CC and today's PR), I see $110-$115 m conservatively w a really strong Q4 setting up FY27

[guy jud @jud_guy]

https://t.co/1QNaZ2DwxZ

[guy jud @jud_guy]

Check out this TikTok I posted! Batter Up Baseball (https://batt... ▶️Watch the full video now! https://t.co/GrxnDfcEWk