$GRAL Bought at $15.5. MCap ~500M, Cash ~1B, Burn ~250M. Sales ~100M and growing at a fast rate. Yes, they may need to raise again and go a bit lower, but pretty good value to start buying here. Long other #multiomics plays as well: $PSNL $TWST $TXG $NAUT $LAB $ONT.L $LAB

Rapid Micro Biosystems $RPID I've been in this one awhile and the stock continues to perform. Their products are for the detection of microbial contamination in the manufacture of pharmaceutical, medical devices, and personal care products worldwide. Revenue has been growing

$ntla was about $11.2 when I posted this to 17 now. Still a long way to go. Anyone here following this long enough to remember the jump from mid 20s to almost $150 in few months in 2020-21? We may see similar moved and hopefully avoid the crash from 2021. 🚀🤞

$NAUT Up 14% today on good volume. Seems like it will continue to gain traction and hopefully gain nasdaq price compliance. Personally, I would have not minded reverse split to gain compliance as that would also bring institutions that do not dabble in penny stocks.

💇‍♂️ $MTLX Uh-oh! Reports “encouraging” P3. On the biotech haircut scale, “encouraging” sits just above “yikes” and just below “positive”. But don’t worry—there’s also the “potential for promising profile” . Translation: Please remain seated while the barber sharpens the clippers.

CarMax and Carvana’s loan troubles are reshaping the used car market: Both groups’ 2024 loan pools are running hot, posting delinquencies 2–3x higher than prime auto benchmarks. And that’s unusual, because their average borrower scores (CarMax ~714, Carvana ~695) should be

$rpid Helps with quality control for biopharma. A perfect addition for any new manufacturing setup to account for. One of thr major gainers form the push to add more local manufacturing. Also, expanding into consumer markets.

ROIC > WACC Over time it creates shareholder value

$SLGL Was up 40% and touched $51 (about 8x from the post or 5.1 pre rev split) today. This is what you can expect with a super low float co with a billionaire CEO and a moonshot pipeline.

$SLGL Almost 7-8x now, but still relatively cheap with two shots at rare disease treatment. $SPRB

After the overnight collapse of First Brands, is Carvana $CVNA the next private lender to implode?

Auto Subprime/Tricolor: CEO thinks there more shoes to fall or (cockroaches to be found). Either way impact from rising delinquencies in auto loans will be to keep an eye on. $CVNA $CACC $SC $ALLY $JPM Car Dealership Guy

The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not

$naut looking better everyday. If crosses 1.40 soon, will likely avoid the reverse split by meeting min bid requirement.

$BRKR $36 is a winner as radiotherapy gains traction. $BRKR builds research instrumentation, imaging systems, and radiation dosimetry solutions. Also, the recent incident about radio active shrimp at Wlamart and others, likely to drive demand for $BRKR instruments.

$gral that is a shit ton of raise and dilution. (325 and 110 ftom samsung) is about 20% dilution. Does not hurt to raise at highs but this might reflect some level of lack of confidence.

$TXG One of the few stocks in my portfolio that's lagged the biotech recovery. Clearly a big dependence on government funded research as well as academic institutions. Great long term buy.

$NAUT $1.4 now. A lot more room to go.

$SPY And the deal is now done...again. The indications now still sound more like an extension rather than an a lasting truce. Devil will be in the details.