Robert Gilliland (@weathwithrg) 's Twitter Profile
Robert Gilliland

@weathwithrg

Managing Director | Sr. Wealth Advisor @concenture_llc 130+ yrs crafting custom investment strategies & managing complex portfolios

ID: 369718973

linkhttp://www.youtube.com/@concenturewealth calendar_today07-09-2011 20:42:19

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$VKTX was undervalued at $85 and CEO Brian Lian reportedly rejected multiple premium buyout offers; even after hedge fund pressure pushed the stock toward $20 he has not wavered. He now indicates bidding must start around $43 B ($385 per share, the price Pfizer paid for Seagen

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$SRPT generates about $1 B in annual revenue while trading at a similar $1 B market cap; applying a conservative 4× revenue multiple implies a fair value of roughly $40–$50/s

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$BYON turnaround gains momentum as Marcus Lemonis’s rebuild sets the stage for profitability within two quarters; buying dips now and holding long-term appears attractive, especially if tZERO launches its IPO this year and unlocks blockchain upside.

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$STKH is printing a double bottom on the daily, CTB has spiked to 400%, my morning call for entries near $0.98–$1.05 played out with a +105% surge past $2, and the pattern now offers another attractive re-entry chance in the low $1s.

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$SOFI Revenue: ~$858 million, up around 44% year-on-year, marking the fastest growth pace in over two years . • Adjusted EPS: $0.08, surpassing the $0.06 consensus estimate by $0.02 . • Net Income: $97 million, up ~459% YoY . • Total Loan Originations: A record

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$SMCI has vaulted to #34 on Investor’s Business Daily’s algorithm driven IBD 50 list, a coveted signal of early institutional accumulation that spotlights Supermicro for fund managers, institutional investors, and CAN SLIM followers who prize relentless earnings growth, surging

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$APLD has progressed from an initial CoreWeave deal to an expansion, added a third lease, and is now negotiating with a major US hyperscaler for another lease while building two additional data centers, making the outlook very bullish.

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$RGTI brief dip was a minor blip amid strong momentum; Q2 earnings land in days, followed immediately by the launch of a 36 qubit modular system with 99.5 % two qubit gate fidelity that cements its quantum leadership. Institutional accumulation ahead of a 100 + qubit platform

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$CFLT appears undervalued after ER overreaction, now trading at 4 × sales with $1 B cash, zero debt, 20 % YoY growth, and rising AI-driven demand set to boost revenue further.

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$ENVX delivered 98% Q2 revenue growth to $7.5M versus $6.3M expected as genuine customer demand drove the top line. The company has surpassed earnings estimates for four consecutive quarters, reflecting disciplined management execution. Malaysia Fab2 is ramping AI-1™ battery