B boy19

@f8434784752 @BioValues 2. Is also difficult to measure as in Erlangen some patients were in remission but still had proteinuria due to renal damage

@HHGF99 @BioValues Two main points IMO: - low number of relapses and not too soon - proteinuria resolved in most patients (seems to be the toughest part of response)

Continue to add $NKTX given the huge valuation gap to $ARTV and data 3 weeks out (for both). Largest position, followed by $ACET

@f8434784752 @BioValues Also i don't see any graphics of the development of the aabs in the adicet study. Just that one saying they are still there in general but nothing about the curve. That worries me a bit that they hide this

@f8434784752 @BioValues Probably. The patients in Erlangen were young so no that long time sick. Still in terms of investment i try to figure out what kind of results would be good enough to move the stock meaningfully upwards.

@f8434784752 @BioValues That's true. I just wonder compared to the car t study of Georg Schett, where dsdna aabs were gone after 2-4 month latest in all patients, and other car t trials as well, it's really a strange result with having dsdna still there in most patients long term. I wonder why

@HHGF99 @BioValues For $ACET, I think the strongest proof so far has been the lymph node biopsies done in the Glean trial. All the CD19 B-cells gone from the tissue. While anti dsDNA might still be lingering, it does not mean a relapse will happen.

@BohnetIvan @Opendoor_God Means profitable in Q4 and from then on forever as far as I understand.

@Opendoor_God On one year forward basis, means 2027

Kaz said profitability by 2026. $OPEN

@MisterMCAP Thiw is all part of a big activist short attack. Those people are paid. Since that short selling Twitter account popped up this started...

Swedish media needs to realise $SIVE is not a short term pump. It has fundamentally been re-rated by international investors. Its a completely different capital market with a different view on risk and valuation. Im holding my shares as I said, it's a 2027 and beyond story.

@ParadisLabs Nynomic ($M7U) is a great opportunity tomorrow morning as it just corrected back to the Trendline!

Thoughts on Nynomic ($M7U) at €145M MC: Caution: this is a numbers-heavy post where I walk through some of my modelling. No one’s really covered this on X since Nynomic doesn’t disclose subsidiary rev/margins. TLDR: Nynomic is very cheap at current 1.3x multiples vs metrology peers like $ONTO (10.7x) & $CAMT (13.8x). For a v. quick summary of the bull thesis: - Asymmetric exposure to photonics supercycle via their LayTec subsidiary - chokepoint in InP/GaN MOCVD via $AIXA ramp - $AIXA is 80–90% of global MOCVD Onto financials… -> By triangulating data points, I get to ~€15M revenue for LayTec in FY25: LayTec has ~800 installed reactors globally (based on customer list + historical $AIXA shipments + 25 years of sales) - New-reactor ASP: €95k / reactor - New reactors attached/yr (global MOCVD share, $AIXA + part of $VECO): ~100 units - New sensor revenue: 100 × €95k = ~€9.5M/yr - Service/software renewals: ~10–12% of installed base annually at €20–30k each = ~€1.5–3M/yr - Etch endpoint: ~€1–3M/yr -> Looking fwd to 2026: $AIXA Q126 orders were €171M at >65% opto mix. Call it €111M of opto equipment orders in a single quarter. If $AIXA’s FY26 opto revenue runs at ~€350M (conservative 62.5% of the €560M guide), and LayTec attaches at conservative 3–4% of reactor value on new orders: - That implies €10–14M of incremental LayTec revenue over the 2027–2028 recognition window. - So LayTec could reach €22–28M in FY27 layered on top of the ~€15M base I walked through above. Imo, the stock is starting to price in that inflection now. And consequently gives Nynomic a 1.3x EV/Sales multiple. That is very cheap against metrology pure-plays but fair against companies like Jenoptik who deal w/ photonics in Europe also. Imo, Metrology names would be a better/conservative comparison since the Nynomic group is ~80% photonics + ~20% metrology which acts as a drag on the financials. So I ultimately see Nynomic re-rating towards metrology names at least, like $ONTO/ $CAMT who have multiples of 10.7x & 13.8x. Especially if LayTec proves materially higher-growth and higher-margin than the wider Nynomic group. -> I currently hold a position in Nynomic.

@PepInvestStocks Nynomic is a great opportunity tomorrow morning as it just corrected back to the Trendline!

The 5 Hottest Stocks Blowing Up on X Right Now 🔥 1. $SIVE – Sivers Semiconductors: Photonics lasers powering AMD/GFS CPO for AI data centers. 1.6T ramps + Nasdaq dual-listing buzz 2. $ALRIB – Riber: MBE equipment king for compound semis & next-gen lasers. Europe’s hidden AI supply-chain gem. 3. $LPK – LPKF Laser & Electronics: Precision laser systems for circuit boards & tech manufacturing. AI hardware enabler on fire. 4. $SLNH – Soluna Holdings: Stranded green energy → AI + Bitcoin data centers. Fresh Blockware expansions & wind farm deals = massive growth. 5. $M7U – Nynomic: Optical metrology & photonics sensors for green tech & life science. Quietly crushing it in the AI sensor boom. Not financial advice.

@dalxa_m @aleabitoreddit It's the biggest opportunity on the market, if you're convinced I'd go for it before it runs up again without you

@aleabitoreddit I bought 1300 shares of $SIVEF last Friday on Fidelity. How much should I load up? Got like $40k in a bank account.

Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS. The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time. (Special thanks to one of my followers Setian for the DM.) So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms. Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in. This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers. And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.

@aadilbassa_ Not at all. Tho he could get lucky with the war resuming and general selling...

@HHGF99 Ok that makes sense Markets are the arbiter of truth though We will see who is right Not looking great for the shorts currently

$SIVE now green on the day Just relentless Seems like Americans are buying what the Europeans sold after the Swedish report calling $SIVE a memestock

@aadilbassa_ Exactly, paid by that guy. Plus that short seller Twitter account spreading fake information since yesterday.

@HHGF99 Well that would make sense There was also a Swedish article calling $SIVE a meme stock and encouraging locals to take profits

@Alex__0x0 That journalist was paid by an activist Short seller who is responsible for the sell off this morning and after the close.

Sorry, Swedish investors—your journalists don’t seem to understand hyperscaler supply chains or $SIVE position within them. 😂😂

@SlarkTrader Was done by an activist short seller.

Insane volatility going on in $SIVE / $SIVEF -15% ——> +3% Tanked in the morning due to swedish newspages framing it as a ”meme stock”. I wonder how much they really know about photonics and Sivers as a company before making such a statement. Let’s see where all this will unfold the next few months. There is indeed massive attention and liquidity flowing in from US investors at the moment and there is still a massive valuation gap to close compared to it’s multi-billion $ US competitors. This is not a recommendation to buy, just sharing my thoughts.

@boring_invest @shortsiveat31 Seems like a big fish. If you look who he follows, it's a lot of other activist short sellers that spread misinformation in advance and the bet millions against the stock...

@HHGF99 @shortsiveat31 Oh yeah that guy😂

European indefinite pessimism meets American optimism. European stocks all of a sudden get American premiums cause someone actually dared to look forward in time with a non-linear vision. European journalists aren’t used to it so they just say it’s a meme and call it a day? I don’t identify with this mentality and it has to change for the whole continent. $SIVE

@boring_invest The name was @shortsiveat31

@HHGF99 What X account was that? Didn’t see it

@aleabitoreddit @BgEdgelord It's a coordinated short attack. Together with that X account popping up yesterday, they pay journalists and write the stock down then short it. Old tricks but often work.

Honestly Swedish culture is just amusing at this point. Never thought they'd cheer on their frontier companies to fail, then go out of their way to tell others to transfer control over to the US investors? Just cultural differences I guess, looks like self-sabotage from a US perspective.

I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". Don't understand hyperscaler qualification cycles from upcoming $JBL 1.6T or $MRVL CPO ramp? Or the fact they just got validated as the laser supplier in $GFS ecosystem with $AMD driving new CPO demand? > Must be a meme. It's only possible to value a company based on TTM 2025 balance sheets and old revenue projections right? At least this volatility helps transfer control over to US investors/institutions before CPO/1.6T inflection point next year.

@operdoor2 @Opendoor Love that graphic! Is there any way that you could update this graphic daily or maybe weekly or automate this with an excel sheet?

Since April, the number of pending and sold homes in @Opendoor listings appears to have stagnated. With new listings reaching record highs, there is hope that this will boost future income. $OPEN #Faster