Update 3: $META timbeeeeer … the big question is whether it finds support at the 100W EMA ($599.7)
Patient Investing@PatientInv618ng
Update 2: layoffs, turning off the metaverse is not helping…it really looks like $META is heading lower.
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Patient Investing
402 posts
Patient Investing
@PatientInv618ng
I invest my own money in stocks with the goal of steadily building wealth over time, focusing on a disciplined, repeatable process rather than hype.
शामिल हुए Ocak 2026
70 फ़ॉलोइंग170 फ़ॉलोवर्स
$HROW — no surprise, re-rate may be brutal.
Harrow price target maintained at $70.00/share by HC Wainwright & Co.
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Good news for Aspen - sdbn.org/san-diego-biot…
Aspen just reported positive 12-month ASPIRO data in Parkinson’s, showing sustained clinical benefit, and is aiming to move toward a pivotal Phase 3 study.
But for $CLPT market still sees $QURE as more important. Aspen is great for platform validation, while $QURE is the type of program that could matter much more for the eventual economics and scale of the story.
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@Montrea92285044 Well said.
That’s exactly the mismatch I was pointing at — people buy the far-out optionality, but then react as if they were holding a plain vanilla quarterly setup.
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@PatientInv618ng Short term the operating results can be less exciting and have a disproportionate effect on stock price. For example, Aspen’s readout yesterday seems to have just flew over investors heads.
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Can someone explain to me like I’m five who buys $CLPT at this stage and then panic-sells on earnings? What were they even betting on here — a beat and raise? 😂😂
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$SPY $IWM $DOA $QQQ We buying this dip today fam?
Raise your mf’in hands if you are.
🙋🙋♀️🙋♂️
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Update 2: layoffs, turning off the metaverse is not helping…it really looks like $META is heading lower.
Patient Investing@PatientInv618ng
Update: $META lost the uptrend line yesterday that had been in place since November 2022, which makes this chart look even more bearish.
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Has $TMDX finally found support at the 100W EMA and that trendline? No more cheap shares left? 🤨
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@FP81609189 Haha yeah, every time I go there and look at his brilliance, it cheers me up.
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@PatientInv618ng They cite a “broadening pattern on NVDA” when NVDA pattern has never been so tight across history.. incredible pages out there 😂😂
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$SPY $QQQ
A year ago, most people dismissed tariffs.
After a small dead cat bounce on low volume, many thought the worst was over — and then indices rolled over hard.
Now it feels like the opposite.
Almost everyone is calling for a deeper selloff or even a real crash. Put/call ratios are huge, and everyone seems hedged to the teeth.
That usually tells you the obvious setup is already crowded.
Markets rarely reward the scenario that almost everyone is already positioned for.
Of course, that is just my humble view and I may be wrong.
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Does anyone else see $NU this way?
This looks much more like a reset into support than a true breakdown to me. Price is sitting right at the 1.0 area, on top of the 50W SMA, and still above the 100W EMA.
As long as $14–14.6 holds, I think the broader structure stays intact and this can still be another base before the next move higher.
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Fair point, but I don’t think this setup can be judged on candle compression alone. You also have to look at the other signals here — RSI, MACD, and the broader context of the base.
For me, though, TA is secondary. The more important part is the fundamental side, and that is what makes $SMCI interesting here.
That said, this is still $SMCI — a risky name by definition — so stop loss and position sizing are absolutely mandatory. Risk management first.
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@PatientInv618ng Only issue with your thesis is the direction from last time with those little candle bursts they were after a bullish run now you have the opposite little burst candles after a downward run. So it’s very likely it’s going to explode downward. Just make sure you have a stop loss
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Uuuuuu... $SMCI looks tight and ready to explode.
Weekly Bollinger squeeze + RSI trying to curl up + MACD flattening near a turn.
Meanwhile, the stock trades at only about 0.44x FY2026 sales if you use today’s market cap against management’s $40B+ FY2026 revenue target.
Yes, it’s SMCI, so trust always comes with a discount. But that’s exactly why the risk/reward here looks so interesting.
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@Michigan_Value is by far the best source of $HROW insights on this platform. And $HROW deserves a place in every portfolio — one of the most undervalued rapidly growing stocks out there.
Michigan Value Investor@Michigan_Value
$HROW More on the Ilevro study. Use of Ilevro cuts the risk of vision loss in half in this patient group. In. Half. "BCVA loss occurred in 17.2%... versus 34.5%..." TAM is maybe $150M. What sort of monster refuses Ilevro for their at-risk patients? ascrs.confex.com/ascrs/26am/mee…
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Fair point, but I don’t think it’s accurate to say partner maturity is the same as 3–4 years ago.
For example:
- PTC/KEBILIDI is no longer just a clinical story — SmartFlow has FDA approval there and CLPT has already talked about first commercial infusions in the U.S.
- AMT-130 now has RMAT + Breakthrough Therapy designation.
- Neurona is already talking Phase 3/BLA path under RMAT.
- AskBio’s AB-1005 has moved into Fast Track/RMAT territory as well.
So yes, the story may rhyme, but the partner pipeline is clearly more mature today.
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@PatientInv618ng I swear you could read this about $clpt 3-4 years ago... Be careful out there
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$CLPT
Today’s rev / EPS is mostly noise.
What mattered on the call was not the quarter itself, but confirmation that the partner story is still moving forward: 60+ active biopharma partners, 25+ active clinical trials, and 10+ partner programs already in some form of FDA expedited review.
That’s the real thesis here.
For $CLPT, near-term numbers matter far less than continued partner progress, trial expansion, and regulatory advancement. Management even said 2026 guidance does not include any meaningful expected revenue from commercial drug delivery, which tells you this story is still about future platform validation, not current earnings optics.
Watch the partners, not the quarter.
I’m bullish and will buy every weakness.
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Why we're a bullish on $CRDO $ALAB and $MRVL - patreon.com/posts/152278724
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