CC Analyst | 🇦🇪 @intern_cc
Analyst @crypto_condom Dubai Joined December 2021-
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As an investor / speculator, majority of your time should be spent researching. Seek alpha, try and find the nuggets of info the majority are missing. This is your edge. It's a solitary task - but over time you will find likeminded people. Those people are worth their weight in gold. Been chatting with @BussinBiotech recently on $LPTH - and he is firmly in the camp of ultra clever people. He joins the ranks of legends and close friends such as @crypto_condom @CJ900X @krugman87 @intern_cc "If you're the smartest person in the room, you're in the wrong room"
$LPTH DRS is in the pipeline as a customer. This is their new mass market thermal camera; group 1-3 UAV, UGV, USV. Sam Rubin and Doug Schoen both liked the launch post. Why this matters beyond the LinkedIn stalking 👀 The Tenum 640 Orbit runs a 10μm pixel pitch detector in the 8-14μm LWIR band. If the pipeline relationship is live, LPTH makes the lens that sits in front of that detector. Their BlackDiamond glass lens assemblies are specced for exactly this pixel pitch. The lens focuses the heat signature onto the sensor. No lens = no image. The detector is useless without it. And critically; the Tenum 640 Orbit is NDAA-compliant. That means no Chinese germanium in the supply chain. BlackDiamond is the only domestically manufactured, defense qualified, germanium free LWIR lens at production scale in the US. $LPTH own investor deck names DRS Tenum as a pipeline relationship. This post is the product going live. Obviously not confirmed by either company, this is just my LinkedIn stalking and breadcrumbing. 🫦
sigh, guess I'm in TradFi now... My first article makes the case that US decoupling from China isn't a political choice but a structural necessity => Washington fell into a New Thucydides Trap, pouring resources into defense while China built the real leverage in critical minerals, semiconductors, and supply chains. The investment implication => expect this decoupling to accelerate, not reverse. linkedin.com/pulse/why-us-d…
@ErenYeagermax @wlfimaster @crypto_condom I dmed you
@wlfimaster @crypto_condom i dmed you
Ahem....the rerating is just beginning. Some thoughts in regards to biotechs from Research Discord fwiw
Been saying this for 3 months. The digital biology narrative is about to run…and run hard. My bets are $ABSI, $ABCL & $IOVA
In early May, I max shorted $SAGA And it got -50% in a few hours, half of my position wiped, devastated After learning how these pumps actually work, I stopped trading them Made a video breaking down how traders get farmed from scam pumps $LAB
More evidence that Digital Biology is going to be a BIG narrative going forward.... many biotechs will rerate on it even if they arent fundamentally supported. Be careful to buy/long the RIGHT names. Thoughts from the Research Discord below on this topic fwiw. 👇
$DNA $MSFT partnership announcement Announcing Microsoft Discovery MSFT: Ginkgo Bioworks and Microsoft are collaborating to bring agentic AI into biological discovery azure.microsoft.com/en-us/blog/ann…
There are a lot of good tickers out there….but there aren’t always good entries. No matter how much you may feel FOMO, 9 out of 10 times it’s worth waiting for a retest even if it’s shallow. Even the best companies correct at somepoint. If they don’t, well, there’s always another trade. 🫡
Who’s that peace deal working out for your guys? Fading @axios is some of the easiest money you can make.
🇺🇸🇮🇷 Iran suspends all negotiations with the United States. Tasnim news.
Took a large equity and call position in $IOVA at $3.60 & $3.90 entry. @BIOTECHSCANNER one of the best there is for $IOVA alpha tracking. He’s worth a follow. Will post a full thesis & DD later tonight but tldr is that TIL therapy, imho, is one of the best possible CURES for metastatic solid tumor neoplasia with an actual fda approved product that is expensive but effective. Competition have died on the alter of comparative clinical trials and IOVA is primed as an M&A candidate.
$IOVA - I was pounding the table at $3.28. Some took action. Many missed it. Not too late. The choice is always yours.
Cutting $AGRO for a 14% loss. It has not performed as hoped due to the suppression of oil prices. Given the multiple catalysts surrounding $LPTH, it remains my highest conviction trade since $INTC at $20. Expecting a near term @LockheedMartin x @lightpathtech thermal camera contract announcement + OSIL @SpaceX partnership
Bought a ton of $AGRO in $10s and just added on that dip sub $14. I dont think many understand how much urea prices are going to continue to spike in the next year...and that $AGRO is uniquely positioned to take advantage of it bc of cheap NG until 2027 via Vaca Muerta from the
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