Bull Stock Picks (@bullstkpicks) 's Twitter Profile
Bull Stock Picks

@bullstkpicks

ID: 1658827178879119365

calendar_today17-05-2023 13:30:05

2,2K Tweet

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Bull Stock Picks (@bullstkpicks) 's Twitter Profile Photo

Why $INBX still has 5–10x move in front of it. Management has been saying ~$500M peak each for Ewing + chondrosarcoma - $1B combined. This level makes sense with literally no approved systemic therapy in either indication. Look at what similar rare oncology drugs have actually

Craig Fuller πŸ›©πŸš›πŸš‚βš“οΈ (@freightalley) 's Twitter Profile Photo

The PMI for US manufacturing blew out the forecast at 54, the highest levels since May 2022, further confirmation that US manufacturing is ramping. It all supports our view that volumes are helping to drive tightness in the trucking market, not just capacity.

LMC (@lm__capital) 's Twitter Profile Photo

$INV Biggest week ever by a long shot in terms of volume traded. Early signs of some larger money getting exposure? Pushed right up to the top of the volume shelf and now at a big S/R zone. More and more eyes are looking to get exposure to liquid cooling. As quoted from

$INV
Biggest week ever by a long shot in terms of volume traded. Early signs of some larger money getting exposure? 

Pushed right up to the top of the volume shelf and now at a big S/R zone. 

More and more eyes are looking to get exposure to liquid cooling. 

As quoted from
LMC (@lm__capital) 's Twitter Profile Photo

$INV I am starting also to think that I may be underestimating the potential of Accelsius or more so the speed at which they can compound their valuation. The liquid cooling theme really seems to be gaining real traction across banks and regulators. Goldman really highlighting

LMC (@lm__capital) 's Twitter Profile Photo

$inv Great summary from Braden These TAM figure were pretty close to what I was modelling too. This is an excellent way to look at the potential of the equity Important to not get bogged down in the weeds. Big picture is this is an exploding market. When you start pulling

Essence (@nick88886666) 's Twitter Profile Photo

$INV Accelsius 벨λ₯˜μ—μ΄μ…˜ 연도 / 2상 μ‹œμž₯ / 맀좜 (20% 점유) / CoolIT λ©€ν‹°ν”Œ(8.6x) 2026 $150M $30M $258M 2027 $510M $102M $877M 2028 $1.3B $260M $2.2B 2029 $3.8B $760M $6.5B 2030 $9.1B $1.82B $15.7B [2030λ…„ κ°€μ •] * 2상 μ‹œμž₯이 μ˜ˆμƒλŒ€λ‘œ μ„±μž₯ν•œλ‹€ * Accelsiusκ°€ 2상 μ‹œμž₯ 점유율 20%

$INV Accelsius 벨λ₯˜μ—μ΄μ…˜
연도 / 2상 μ‹œμž₯ / 맀좜 (20% 점유) / CoolIT λ©€ν‹°ν”Œ(8.6x)

2026 $150M $30M $258M
2027 $510M $102M $877M
2028 $1.3B $260M $2.2B
2029 $3.8B $760M $6.5B
2030 $9.1B $1.82B $15.7B

[2030λ…„ κ°€μ •]
* 2상 μ‹œμž₯이 μ˜ˆμƒλŒ€λ‘œ μ„±μž₯ν•œλ‹€
* Accelsiusκ°€ 2상 μ‹œμž₯ 점유율 20%
LMC (@lm__capital) 's Twitter Profile Photo

$INV And you wonder why Goldman Sachs are bullish on liquid cooling. Explosive growth in the sector coming over the next few years. Listen to the $INV call today and Accelsius CEO Josh Claman. Liquid cooling and 2 phase isn't going to be an option going forward. It will be

$INV 
And you wonder why Goldman Sachs are bullish on liquid cooling.
Explosive growth in the sector coming over the next few years. 

Listen to the $INV call today and <a href="/AccelsiusATX/">Accelsius</a> CEO Josh Claman.
Liquid cooling and 2 phase isn't going to be an option going forward. It will be
Brian Sozzi (@briansozzi) 's Twitter Profile Photo

JP Morgan on AI data center spending. Eye-popping projections: "Data center capex among the top 4 U.S. cloud service providers continues to trend higher for 2026 following the last update, as the industry continues to see investments in AI and related infrastructure

JP Morgan on AI data center spending. 

Eye-popping projections:

"Data center capex among the top 4 U.S. cloud service providers continues to trend higher for 2026 following the last update, as the industry continues to see investments in AI and related infrastructure
Braden TeWinkel (@braden_tewinkel) 's Twitter Profile Photo

$inbx If you buy today you get 109 (ozekibart) at a massive discount (my estimate shows the drug is already worth over 5 billion). You also get all 106 upside for free and the upside is massive. 106 data likely early may. PT if 106 misses for me is $300, PT if 106 hits is $500+.

LMC (@lm__capital) 's Twitter Profile Photo

$vrt $inv Missed this deal the other day Can’t find specific financials. But more point of proof the direction DC cooling is going and what the big players are doing… making acquisitions in the theme prnewswire.com/news-releases/… STL focuses on server‑side liquid cooling "As AI