and arrow exploration as predicted did break out. higher US natural gas prices helped. $axl.v

sarepta $srpt carries some risk but also nearly 1bn in cash and 2Bn in sales at 2Bn market cap. great 3M chart.

Eton pharma $eton new rare disease drug upcoming. Chart not far from breakout. We are below 200D so quarterly results better be good.

this is big for $apps. glad i made this a 5% position pre earnings. will add. "Got it. And I just want to call out, you're mentioning of the 3 largest global gaming companies have signed in the December quarter for Single-Tap."

adding to $smci they expect 40Bn revenue over wallstreet 36Bn and chance of several quarters of margin expansion we will thus see 0.5 P/S ratio. thats a bit low given the datacentre buildout.

SaaS seems very non consensus now. $estc elastic search is one which is still needed with so much data being created. We might still see the all-time lows at 50$ but thats 20% downside vs imo 60% upside till $100.

now making $apps a 20% position. it has raised guidance thrice in a row, but chart down 50% since summer. There is support from 20 month MA and the support line drawn. valuation is now below 1 p/s. cashflow and net income positive.

hellofresh $hfg.de not far from breaking out of 5 yr downtrend. market cap 800M, FCF 200M, 300M cash. only thing is -9% revenue per year but that because focus on profitable clients so increasing margins and income. we just need some FCF news for a breakout. super low valuation

apps with deep green territory on fastgraphs. $15 is definitely a reasonable price target. $apps zoomed out on this line chart we can still see an upwards trend in place from its low in 2024.

$ardx we see the guidance increase gap from January close and are now back at 6.09, the lower of the 2 trendlines. later cashflow positivity, higher expenses but revenue growth and management as bullish as before for hitting targets. The uptrend remains.

ardx has now lost 30% in a month. Now up 0 since a year despite constantly beating revenue guidance & guiding for 1Bn in ibsrela revenue by 2029 (before 2033). Support at 5.9 then 5.4 then 5. At $5 I make this a 30% position again. Luckily I trimmed all Jan gains to buy $apps

$hrow breaking out on good vevye sales. these numbers were already clear 1.5 years ago, if you read transcript calls, as refill rates so high from a pattern perspective (see orange lines) first 60, 70 and 80 are in play if execution continues. 10,20,30,50,80 obvious fibonacci.

3x since summer w/ $aaoi so closed it. I trimmed at 30, reopen at 20, trim at 38 reopen at 33. It may hit $100 but 5x is harder than for other stocks. I regret sizing. only 5% of portfolio. going greedy with $apps $ardx & $tgtx now small pos in $poet $almu for photonic trend

this is hilarious $tmdx 23% short interest $tgtx 20% short interest $four 19% short interest $hrow 15% short interest thank you Mr. Market

another 50% in half a year with $iova. many gaps left on this chart including 3.58 and 5.2 and many many shorts (26%!)

tmdx with stellar earnings, single handedly growing US transplant volumes & saving lives. we could see it stop near $152 trendline or a fake breakout and back to the triangle lower bounds to 130 before it finally goes back to ATH but hopefully it goes to 156+ today. $tmdx

Updated Valuation for $BBIO: Does not include the net affect of the January debt financing as that won't reflect till Q1 filings.

smci $smci could breakout towards 40 and 55 if $nvda earnings stellar currently we are above 20 and 50D SMA

given 50% growth and an above 50% chance to double the market size in 1-2 years with subcutaneous, its hard to find a better stock than $tgtx. we had the usual fake breakdown that often precedes breakout to the top ie 33, 34, 38, 41, 45. Two solid green candles