Connor Hayes

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Connor Hayes

Connor Hayes

@409285

Former buy-side research background. Following US equities, tech-driven trends, and capital flow dynamics. Sharing market observations regularly.

参加日 Nisan 2013
336 フォロー中227 フォロワー
Connor Hayes
Connor Hayes@409285·
Today’s strongest signal wasn’t price. It was institutions paying premiums for future AI exposure. #Strategy #AI #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC had the strangest 7-day journey 👀 While tech names fought to recover, it spent most sessions ignoring market emotion. Today changed something. Not necessarily trend— but certainty. The first meaningful pullback arrived. Now the discussion shifts: Is this profit taking… or the start of structural weakness? That’s why today matters. Real institutional conviction often becomes visible only after pressure appears. Previous sessions measured strength. This one measures commitment. #CELC #Biotech #Observation #Markets All analysis stays free on Twitter. DM directly.
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Connor Hayes
Connor Hayes@409285·
$CELC keeps doing something unusual 👀 Tech rebounded. AI recovered. This name stayed on its own path. Less emotion. Less chasing. More continuation. Many stocks still ask: “Is the rebound real?” $CELC increasingly asks: “How long does repricing continue?” Different question. Different structure. #CELC #Biotech #Observation #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC keeps separating from normal growth-stock behavior 👀 Earlier moves looked speculative. Recent sessions feel quieter: less chasing, less fear, more acceptance. That often appears when markets stop debating survival… and start debating valuation. While tech names fight to prove rebounds are real, $CELC keeps holding structure with unusually stable participation. The next path may not depend on sentiment anymore. Only execution. #CELC #Biotech #Observation #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC keeps separating itself from ordinary biotech behavior. Earlier volatility created fear. Recent sessions created something else: stability. During market weakness, buyers defended. When risk appetite returned, price accelerated instead of hesitating. That usually signals changing ownership quality. Less emotional capital. More patient capital. The interesting question no longer feels like: “Can CELC survive?” It increasingly feels like: “How far does repricing continue?” That’s a very different discussion. #CELC #Biotech #Observation #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC keeps separating itself from typical biotech behavior. When growth sold off, it didn’t collapse. When sentiment improved, buyers returned without excessive chasing. That combination matters. The market appears less focused on emotion now — and more focused on execution, timelines, and whether institutional conviction keeps increasing. Earlier in the cycle, this traded like speculation. Recent sessions feel different. More stability. Less panic. More selective accumulation. That’s why current price action may be more important than previous rallies. This no longer looks like simple risk release. It increasingly resembles gradual repricing. And those shifts often become obvious only after the move is already underway. #CELC #Biotech #Observation #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC 👀 This may be the first time in weeks where disagreement becomes more important than price. Bulls see: institutional accumulation relative strength biotech independence gradual repricing Bears see: temporary defensiveness post-catalyst stabilization another failed biotech setup waiting to fade What’s interesting: both arguments now sound reasonable. That alone is a shift. Earlier, sentiment was emotional. Now it’s analytical. And markets often change direction during exactly that transition. The debate around CELC isn’t: “Is it dead?” It’s becoming: “What is this actually worth?” That’s a very different conversation. #CELC #Biotech #Markets #Trading
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Connor Hayes
Connor Hayes@409285·
$CELC 👀 Today wasn’t impressive because of upside. It was impressive because downside kept failing. The broader market sold growth aggressively. Semis weakened. AI leaders cracked. Yet CELC again avoided emotional liquidation. That doesn’t prove a new bull trend. But repeated stability after volatility often changes how institutions classify risk. Earlier: speculative biotech Now maybe: event-driven biotech with improving structure That distinction changes positioning. The question keeps becoming less: “Will it collapse again?” and more: “Why is support repeatedly attracting buyers?” That’s worth watching. #CELC #Biotech #Markets #Trading
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Connor Hayes
Connor Hayes@409285·
$CELC may be reaching an important confirmation stage structurally 👀 Over the past two weeks the stock experienced: momentum expansion panic liquidation aggressive repricing support rebuilding Most growth names stopped after the third phase. $CELC didn’t. That’s what matters. Recent behavior suggests sellers are becoming less aggressive while buyers continue appearing around support. The stock no longer trades like pure emotion. It increasingly trades like reassessment. That shift often happens before stronger trends stabilize. The broader market stayed weak. Semis struggled. AI leaders corrected. Yet CELC continued showing relative resilience. Not because volatility disappeared. Because participation changed. The current question may no longer be: “Was the selloff justified?” Instead: “Did the market already overreact?” That’s a very different setup. If support continues holding and confidence around execution remains stable, this structure increasingly looks less like recovery… and more like confirmation. #CELC #Biotech #Trading #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC traded quietly today. That might be the most important signal of all 👀 Markets were weak: semiconductors sold off, high-beta growth got hit, macro fears rose again. Yet CELC stayed relatively stable. Why? Because this stock may be entering a different phase from last week’s emotional cycle. Previously the driver was: hype → catalyst → liquidation. Now the market appears focused on: execution risk clinical credibility timeline confidence institutional participation That transition matters. When volatility compresses after a violent repricing event, stronger holders often start replacing emotional capital. The market stops reacting. It starts evaluating. That’s usually where longer trends begin. For now: $CELC doesn’t look euphoric. It looks watched. That’s different. #CELC #Biotech #Trading #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC shows how biotech narratives shift through market psychology 👀 Last week: panic liquidation & emotional volatility. This week: structural breakout + institutional buying. Capital is fleeing crowded AI semis, hunting undervalued event-driven growth. $CELC fits perfectly. #CELC #Biotech #Trading #Markets
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Connor Hayes
Connor Hayes@409285·
@BenjaminnCole For clinical‑stage biotechs, quarterly EPS loss is irrelevant. All focus is on the upcoming full data release & PDUFA in 3 weeks — that’s the true catalyst for $CELC.
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Connor Hayes
Connor Hayes@409285·
@jayg327 Couldn’t agree more. The near‑term catalyst gap is massive — $CELC’s PDUFA timeline is a game‑changer vs multi‑year Phase 3 waits for $NKTR.
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GJWValue
GJWValue@jayg327·
$celc $nktr charts look similar. Drifting lower after +data pop. am a fan of nktr, but key difference here is nktr is years away of proving the doubters wrong with their ph3s, while celc is three weeks from full data release/pdufa. understand buyers want to wait for data, i'm not
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Connor Hayes
Connor Hayes@409285·
@Bionavgator Just typical pre‑data consolidation ahead of the full release PDUFA in 3 weeks. Smart money is holding and accumulating quietly before the big catalyst.
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KB
KB@Bionavgator·
$celc is weak for the last few days..any reason??
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Connor Hayes
Connor Hayes@409285·
@AlbertsonJerry Traders don’t care if a stock is "good" or "bad". We only trade price action — up or down. Profits don’t require the asset itself to be pretty.
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Connor Hayes
Connor Hayes@409285·
$CELC 👀 Tomorrow’s earnings will define the next phase! This week wasn’t a hype run nor a hard crash. It played out a full biotech repricing sequence: catalyst → expansion → liquidation → stabilization → reassessment This transition matters more than direction. The market is no longer emotional. It’s now pricing execution, clinical timelines, and institutional confidence rebuilding That’s the part most traders miss I’ve been tracking this setup daily More context in DMs (free) #CELC #Biotech #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC now feels fundamentally different from where it was just a few sessions ago 👀 After the sharp post-catalyst repricing, the market initially treated the stock like a failed momentum trade: volatility exploded panic selling accelerated and confidence disappeared almost overnight But the recent tape is starting to tell a different story. Instead of continuing lower alongside broader market weakness, CELC quietly stabilized near support and began attracting buyers again. That matters. Especially in an environment where: semiconductors are under pressure speculative growth names are losing momentum and overall risk appetite remains fragile Yet CELC is holding up relatively well. Not explosively. Not euphorically. But constructively. The character of the price action also changed noticeably: downside momentum faded volume normalized and dip buying started appearing earlier instead of after panic flushes That usually suggests the market is transitioning away from emotional liquidation and toward selective positioning. With earnings only two days away, this increasingly feels less like traders abandoning the story… and more like participants repositioning around the possibility that the worst of the repricing phase already happened. Of course, earnings now become the deciding factor. If the company reinforces confidence around execution and forward expectations, the current stabilization phase could evolve into genuine accumulation. If not, volatility can return very quickly. But for the first time since the collapse from highs, the market no longer feels aggressively defensive toward CELC. And that shift alone is important. Watching whether this quiet rebound becomes the beginning of renewed conviction ahead of earnings. #CELC #Biotech #Trading #Markets
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Connor Hayes
Connor Hayes@409285·
$CELC now feels very different from the emotionally aggressive momentum trade it was immediately after the catalyst ?? A few sessions ago, the market was pricing in: breakout expectations biotech euphoria rapid upside continuation Now the tone has shifted noticeably. Volatility cooled. Momentum participation faded. And the urgency to chase strength largely disappeared. That transition is important. Because this is usually the stage where a biotech move stops being driven by emotion… and starts being driven by risk reassessment. Earlier in the rally, traders were focused almost entirely on upside potential. Now the market appears more focused on: valuation balance execution risk and whether expectations expanded too aggressively too fast What makes the current setup interesting is that downside momentum also appears less aggressive now. Bears no longer have panic. Bulls no longer have momentum. That often creates a temporary equilibrium phase where positioning resets before the market decides on the next larger move. With earnings approaching, this increasingly feels like a stock transitioning from speculation-driven expansion into expectation management. And historically, that’s where biotech trading becomes far more selective. #CELC #Biotech #Trading #Markets Watching whether this stabilization phase gradually develops into genuine accumulation… or simply becomes a pause before another volatility expansion.
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Connor Hayes
Connor Hayes@409285·
$CELC ended the week in a far lower-conviction environment than immediately after the catalyst ?? The emotional phase cooled down, and now the market appears focused on reassessing expectations rather than chasing momentum. Watching whether stability begins replacing volatility. #CELC #Trading #Biotech
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Connor Hayes
Connor Hayes@409285·
$CELC is showing us why most traders get destroyed in post-catalyst setups 👀 The chart lays it all out, no guesswork: • The 136.05 support broke hard, flipping into a wall of overhead resistance • Every bounce gets sold into — buyers just can’t reclaim the old line • Price is now clinging to the rising trendline, the last stand for bulls Right now, neither side has control. This isn’t a “buy the dip” or “short the bounce” moment. It’s a confirmation setup — and this is where impatience gets you chopped up. The loudest move is over. The real game happens in the quiet, boring phases. That’s where the patient build their edge, while everyone else chases noise. #CELC #TradingPsychology #Biotech
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