Captain

Married and happy. Professional underwriter doing my own financial analysis. Tweets are opinions. No financial advice. Facts are stubborn statements.

[Captain @Mdk808Mike]

@nobrainflip bubble territory would have to be much higher after say 25 years.

[Captain @Mdk808Mike]

@grassosteve kindly knock Dan upside the head for both of us.

[Captain @Mdk808Mike]

@cryptojack I would love to meet a trader who has never been wrong.

[Captain @Mdk808Mike]

Elizabeth Warren and the banking lobby wins and consumers lose. Wow.

[Captain @Mdk808Mike]

@hassytrades Got it. Thanks

[Captain @Mdk808Mike]

@hassytrades Hey Tiger, joined the discord. Please send me the link. Thanks.

[Tiger Line Trading @TigerLineTrades]

💰💰 Watchlist Below 💰💰
03/30/26
$OPEN, $SATL, $HOLO
LIKE & REPOST FOR MORE!!

[Captain @Mdk808Mike]

This claim is not fully true and is heavily spun. This selective narrative that downplays context, ongoing issues, and broader patterns of fraud in Minnesota’s child care assistance programs (CCAP), which use federal funds. GROK Ai is truth.
What the state investigation actually found
In late December 2025, right-wing YouTuber Nick Shirley posted a viral video visiting multiple Somali-owned child care centers in Minneapolis. He alleged they were billing the state/federal government for services they weren’t providing, Dozens were convicted of misusing hundreds of millions).
The Minnesota Department of Children, Youth, and Families (DCYF) responded in early January 2026 with compliance checks on nine of the centers featured (one had been closed for years and received no recent funds). Key findings:
• Centers were “operating as expected” during the visits, with children present at most (one wasn’t open yet for the day).
• This was consistent with prior unannounced inspections in the months before the video.
• However, further reviews/investigations were initiated into four of the nine. DCYF has 55 open investigations statewide into CCAP providers overall.
One prominently featured center (“Quality Learning Center,” misspelled “Learing” on the sign) later closed. Another in the video had been shut since 2022. Somali-owned centers sued the state, alleging ethnic bias in payment suspensions and extra scrutiny.
Not “CLEARED all nine” with “No fraud. No misuse. Everything was in compliance.” The visits showed kids present and normal operations at the time, but did not close the book. Ongoing probes, prior violations, and the broader CCAP fraud context (audits estimating millions in improper billing historically) contradict a full exoneration. The $6.3M figure for FY 2025 appears tied to specific centers or a subset; one report noted the nine received ~$17.4M total in CCAP funding that year. Money trails for public programs like this are often transparent via state records, but that doesn’t preclude overbilling schemes (billing for unenrolled/absent kids while providing minimal care).
The “viral clip proven FALSE” line is overstated. The video’s core visuals (quiet/empty-looking facilities during visits) were challenged—some centers disputed timing or provided counter-footage—but it highlighted real questions about oversight in a program with documented vulnerabilities. State/federal responses (including a temporary funding freeze by HHS under Trump, later litigated) treated the concerns seriously, not as baseless “lies.”
Broader context on fraud in Minnesota
Minnesota has faced repeated, large-scale fraud issues in social programs. Defending specific providers while ignoring patterns risks excusing waste of taxpayer dollars meant for actual child care.
On Trump pardons and “hypocrisy”
Trump has issued many pardons/commutations, including to white-collar offenders (fraud, securities violations, etc.). Democratic analyses claim his actions (across terms) erased ~$1.3B+ in court-ordered restitution/fines owed to victims/taxpayers, often for non-violent cases. However, equating it to unproven or snapshot-cleared child care billing is a false equivalence. Pardons are executive acts after conviction/sentencing; child care probes involve ongoing audits of public fund disbursement before charges. Both deserve scrutiny—pardon patterns and welfare program integrity—but one doesn’t disprove the other. ��You guys don’t care about crime” is tribal rhetoric that ignores bipartisan failures (e.g., lax oversight under prior Minnesota leadership amid known fraud risks).
Facts matter, yes. The post cherry-picks the DCYF snapshot (“cleared,” “no fraud”) while glossing over ongoing investigations is pure propaganda and how we define fake news.

[Tiger Line Trading @TigerLineTrades]

💸�� Watchlist Below 💸💸
03/09/26
$TPET, $MOBX, $IOVA
LIKE & REPOST FOR MORE!!

[Captain @Mdk808Mike]

PHIO (Phio Pharmaceuticals Corp.) is a clinical-stage biotech company developing novel immuno-oncology therapies based on its proprietary INTASYL self-delivering siRNA platform. The lead candidate PH-762 is an intratumoral PD-1 silencer in a Phase 1b dose-escalation trial for cutaneous squamous cell carcinoma (cSCC), advanced melanoma, and Merkel cell carcinoma. A second program, PH-894, targets BRD4 silencing and is in IND-enabling studies.
Current Price & Valuation (as of ~March 3-4, 2026 close)
• Price: ~$1.01 (intraday range $0.978–$1.05; down ~1% on light volume of ~460K shares vs. 3-mo avg ~4M).
• Market Cap: ~$11M (nano-cap).
• 52-Week Range: $0.813 – $4.19 (volatile; currently near lows after earlier 2025 strength).
• Beta: 0.91–0.94 (market-like volatility).
• EPS (TTM): –$2.02 to –$2.15; no revenue, no dividend, negative PE.
Enterprise value is extremely low (~$167K in some reports) due to a solid net cash position.
Financial Health & Runway
• No commercial revenue (pre-clinical to early clinical stage).
• Recent net loss ~$8M annualized.
• Cash position: ~$21M (post-November 2025 warrant exercise/raise; prior Q3 2025 was ~$10.7M).
• Runway: Into first half of 2027 with low burn rate.
• Shares outstanding: ~10.8–11M.
• Short interest: Elevated (~22% in recent reports) — typical for volatile microcaps.
This gives PHIO one of the strongest balance sheets relative to its tiny market cap among clinical-stage biotechs.
Pipeline & Clinical Catalysts (Strong Positive Momentum)
• PH-762 Phase 1b (intratumoral, neoadjuvant): Completed enrollment. Safety Monitoring Committee gave a clean wrap-up (no dose-limiting toxicities or serious adverse events). Pathologic response rate ~65% overall in cSCC (13/20 patients), with complete responses at the maximum dose (100% tumor clearance in one patient, >90% in another). Highest-dose cohort showed ~85% response including multiple CRs/PRs. No systemic toxicity — key differentiator vs. traditional checkpoint inhibitors.
• Next steps: FDA Type C meeting submission targeted for Q2 2026 to discuss Phase 2 design. CMC/API material expected March 2026 for manufacturing scale-up.
• PH-894: Advancing in IND-enabling studies.
• Leadership refresh (Feb 2026): New CFO, SVP Regulatory, and VP Program Development to support regulatory filings and next-stage trials.
Analyst Coverage & Price Targets
• Consensus: Strong Buy (3 analysts, primarily HC Wainwright).
• Average 12-month target: $10.67–$14.00 (implied upside 900–1,300% from current levels).
• Targets unchanged after recent positive data releases.
Technical & Sentiment Snapshot
• Stock has been extremely volatile (typical penny-biotech behavior).
• Recent trading quiet but with retail/discord mentions; no major institutional selling pressure visible.
• X/Twitter activity: Mostly low-volume pump chatter or list inclusions — no deep negative sentiment.
Risks (High — Typical for Nano-Cap Biotech)
• Dilution risk if additional capital needed (though runway is strong).
• Clinical/regulatory setbacks (early-stage data; Phase 2 success not guaranteed).
• Competition in immuno-oncology (Keytruda, Opdivo, etc.).
• Liquidity and volatility — wide spreads, potential for rapid 50%+ swings.
• History of reverse splits/name changes (was RXi Pharmaceuticals).
PHIO is a classic high-risk/high-reward nano-cap biotech play. At ~$11M market cap with ~$21M cash and compelling Phase 1b efficacy/safety data in a real tumor type (cSCC), the valuation looks absurdly cheap if the FDA path clears and they advance PH-762 to Phase 2. Catalysts in Q2 2026 (FDA meeting) and potential partnership interest could drive significant re-rating.
This is speculative — suitable only for risk-tolerant investors who can handle total loss potential. Position size small, watch volume and news flow closely. Not investment advice; do your own diligence and consider consulting a financial advisor.

[Captain @Mdk808Mike]

@TigerLineTrades $ALTO brewing earnings out EOD 3/4/26.

[Captain @Mdk808Mike]

@TigerLineTrades Stay safe my friend. $EDSA

[Captain @Mdk808Mike]

@TigerLineTrades Thanks. $EORN is worth a look. let it cool down.

[Captain @Mdk808Mike]

@TigerLineTrades Stay safe my friend.

[Captain @Mdk808Mike]

https://t.co/ojIzCtMxtr

[Captain @Mdk808Mike]

@TigerLineTrades Nice. $BFLY Looking for a breakout over. This may go.

[Captain @Mdk808Mike]

Please help and spread the word. https://t.co/6XzJsuAe8J

[Captain @Mdk808Mike]

@krassenstein Trump does not control Bitcoin. Bitcoin fluctuations now result from institutional powers. Why would institutional powers want to buy at 126k? The game has changed. Adapt or follow the 80% who lose.

[Captain @Mdk808Mike]

What This Means
• Positive Implications: Not reaching median OS yet is encouraging because it exceeds historical benchmarks for recurrent GBM (e.g., ~8 months with bevacizumab monotherapy). The immune boost (reversing lymphopenia) could explain the extended survival, as a stronger immune system might better control the cancer. This chemo-free approach could reduce side effects from traditional chemotherapy while potentially improving outcomes.  
• Limitations: This is early Phase 2 data from a small, non-randomized group. It’s not yet compared to a control arm, so we can’t definitively say it’s better than existing options. Survival could change with longer follow-up, and more data is needed on progression-free survival or tumor response rates.
• Next Steps: Based on these results, ImmunityBio plans randomized controlled trials for first-line and second-line+ GBM in 2026.  If confirmed, this could represent a major advance in GBM treatment, where breakthroughs have been rare.
Market and Community Reaction
ImmunityBio’s stock ($IBRX) saw volatility following the announcement, reflecting investor interest in the promising data.  On X, reactions are optimistic, with users calling it a “game-changer” and “hopeful news” for brain cancer patients.   One post praised the company’s founder for potentially “changing the medical world.” 
This development highlights ongoing efforts in immunotherapy to tackle hard-to-treat cancers like GBM.