$CNTM - wild. I doubled down on a small spec position here. The 13g filers are odd, only position they've filed on so not sure how real this "buyout" is but it's a 4x from here at the offered price. Kinda crazy. Maybe this is a final shake out before they do the deal. Or 13g

Does Emma Navarro know how to move forward?

Embarrassing IQ and play from Navarro here. She's had so many opportunities to come to the net and continues to just sit back and make crappy decisions.

$AG testing upper BB on the weekly, loaded up on October $9 calls here. This move isn't done yet. Silver still in catch up mode with Gold.

I think there's a real possibility the $QQQ just topped today, took a sizable position in 9/10, 9/12, and 10/17 puts.

Price action in $WW is insane. Trading like they're going bankrupt a second time. Chart shows this as a very possible spot for a bottom off this downward channel. Added significantly today.

The FDA change today may benefit $QURE but undoubtedly benefits $CLPT. With their # of partners almost guaranteed this expedites 1+ of their partners through to an approval. Timeline has accelerated. Those waiting for the precise gap fill to $12.1 might've just missed the boat.

Continue to add to $PDEX - already cheap based on core biz and Zimmer going all-in on robotics including Monogram TKA finance.yahoo.com/news/jpm26-zim… "Zimmer Biomet expects to increase specialised sales reps by 3.5 times from 2024 through 2027 to win the share of the robotics business."

Seems like some renters returning their shares before earnings next week on $PDEX. I continue to add on weakness. Looking forward to seeing if they ended up acquiring their supplier and any other developments.

$PDEX trading at $125M or <10x operating income, growing revs >10% and earnings >20%. I'll take some more please. Bought back ~$2.2M (~$40) in stock in the Q and will likely continue. "We expect to see similar increases in [ortho] sales for at least the remainder of [the year]".

I bought more $PDEX today. I continue having a hard time finding a better setup so I just keep buying more.

I think Japan's approval of Amchepry is wildly bullish for $CLPT and is going mostly unnoticed given all the drama around $QURE and AMT-130. I had been mostly an observer with some small leaps in $CLPT but have now built a very sizable $CLPT position on this + Prasad exit.

Terrible small cap tape giving folks another chance to get in on $PDEX before the runaway growth and associated multiple expansion become obvious. I added more under $47.