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The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
SPRO just delayed?
I was expecting SPRO stock to increase after Tebipenem Hbr(Utebzi) approval from FDA. It seemed to be a no-brainer on paper, GSK handles the marketing after approval and pays milestones and royalties to SPRO. I understand that SPRO quit their other two antibiotic programs, but this one can help people …
The market might be starting to re-rate CRDL before the data
One thing I have learned with biotech is that the big move often starts before the actual data, not after. By the time the readout arrives, the market has usually already started sorting the names into buckets: ignored science project, funded late-stage setup, or legitimate strategic asset. CRDL looks like …
Up Fintech Holdings (Nasdaq: TIGR), a Value "crap." A live case with $LJHL
Updates for Getting Payment on the DiDi Global ($DIDI) $740M Settlement
Hey guys, if you missed it, DiDi Global settled $740M with investors over claims related to its 2021 IPO and regulatory issues. I just found out that late claims are still being considered. Quick recap: After DiDi went public in June 2021, Chinese regulators launched a cybersecurity investigation and removed …
VWAV has had a crazy amount of growth news lately
VisionWave has been one of the more interesting defense tech companies I've been following recently. The Meteor Aerospace transaction really caught my attention. A 51% controlling interest gives VWAV exposure to unmanned systems, electronic warfare and other advanced defense technologies. Then you add the other partnerships, technology developments and defense …
GLOO: three insiders including the former intel ceo bought ~$12m on the same day while the stock sits down 63%
GLOO (Gloo Holdings) is a small faith based tech / church software company, currently under $3 after falling roughly 63% from its highs near $8 over the past six months. on july 10, three insiders filed form 4 buys on the same day: scott beck, the ceo, about $7m another …
CCDS.V (TSXV) - The Underrated Canadian Data Center Roll-Up Play That's Perfectly Positioned for the AI Boom
Data centers are one of the hottest sectors right now. AI training, cloud computing, edge infrastructure — everything is exploding, and demand is outstripping supply in a major way. While the big hyperscalers grab headlines, smart money is looking at nimble players acquiring profitable Tier II/III facilities. Enter **Carrier Connect …
Jones Soda ($JSDA) Thesis Playing Out
I've posted about Jones a few times over the past year and it's all playing out. Here's an update: **New management took a broken company to profitability in 4 quarters. Break-even is $10M/quarter, they're doing $12M+, insiders are buying, and the uplist is in motion.** Position disclosure: I'm long. DYOR. …
BioLargo Relaunching CupriDyne(R)-Based Consumer Products - Back by Popular Demand and Generated More than $125 Million in Pet-Care Sales
***BioLargo's newly formed subsidiary, BioLargo CPG, will bring to consumers the authentic, independently safety-tested CupriDyne® technology under its own brand following the marketing success of the original Pooph products that generated more than $125 million in pet-care sales while under license from BioLargo.*** **WESTMINSTER, CA /** **ACCESS Newswire** **/ July …