Posts
VRDN
1. Lumvoa won total approval for both active and chronic Thyroid Eye Disease. 2. Cuts Tepezza treatment in half 3. phase three trials demolished placebo 4. $1.1b liquid for launch 5. Pricing target estimate $35
This is why I keep 1 runner
$BB is the Next big one
Who‘s $JACKing Off with me?🍔🃏
# 1. Squeeze Play Why has nobody on this sub talked about $JACK? This company literally has 40% short interest, while still delivering positive earnings and NCF. They only have a float of 17 million shares of which 40% or 6.7million shares are sold short. Days to cover is roughly …
Canadian miners are getting a better capital backdrop
The old junior mining trade was mostly “find a drill hole.” The new trade is starting to look more like “secure supply.” Canada’s latest critical-minerals push is a good example. The government says the Critical Minerals Production Alliance helped unlock $12.1B in new project capital through its second round of …
The AI boom is entering its next phase - and it’s no longer just about the tech giants
Artificial intelligence is still the biggest engine driving the market forward. Most experts look at the massive long-term potential here. Companies are spending historic amounts of money on AI infrastructure. This massive spending could boost S&P 500 earnings growth by 13% to 15% or more over the next few years. …
Relay Therapeutics RLAY
I gave an uber ride to an executive in Massachusetts to his house in Newton (rich area) and he told me about a month and a half ago that his largest holding was relay therapeutics. RLAY. Since then the stock has steadily climbed like 20%. I bought 5 shares back …
The refined copper tariff decision is the near-term policy catalyst
The next copper policy catalyst is tomorrow. By June 30, 2026, the Commerce Department is supposed to update the President on the U.S. domestic copper market, including refining capacity and the market for refined copper. The key question is whether the U.S. moves toward a phased universal tariff on refined …
WEN borrow rate up to 19.50%
Keep pushin yall borrow rate is up to 19.50% now, was at 7.50% Friday then doubled at the end of day to 14.50%!!!!!
⚡MORNING WATCHLIST⚡
$NNBR Entry above: $4.13 🎯 $4.35/$4.70 🛑 $3.99 $TNMG Entry above: $.85 🎯 $.92/$1.00 🛑 $.81 $DCOY Entry above: $13.50 🎯 $14.50/$15.50 🛑 $13 $UPC Entry above: $12.20 🎯 $13/$13 🛑 $11.80 Note: These are trade ideas based on break-out levels, once they hit entry & start moving up, consider …