Milos Bejda

@BuildwithPublic @public you folks hiring?

FOMC decision drops in less than 1 hour. I just asked Claude to build me a live rate decision monitor, scan the $TLT option chain, and preflight 3 multileg strategies against my real @public brokerage account. It did it in under a few minutes. Here's the whole thing 🧵

@vulturetrades soy

As you all know, I’m officially restarting the $500 to $1 Million 2026 Challenge on Monday! I’m opening a FREE private X group where you’ll see my exact entries & exits live. To be added: Like + Comment “$SPY” (You must be following)

could someone respectfully tell Trump we are tired of winning? thanks 😑 #trump $qqq $spy

@kevinxu let me borrow a dolla

Told my wife we're down $787k this year. She said why didn't you just sell in Jan? Genius. Never even thought of that.

@KazzSandel28258 i jumped ship with a loss lol

@notMiloBejda Yeah it’s got the price action of a scam. Thankfully scams ultimately pump the hardest so we have that going for us

$TMC At what point do these conmen pumping this stock suffer legal consequences for this financial advice they are offering ? -52% is no mere “dip”. -52% is a pig getting slaughtered. Wouldn’t surprise me if every last one of these delusional permabulls were employed by TMC @TheVixFix

@KazzSandel28258 fuck its dropping hard

@notMiloBejda Naw this stock gonna blow, but the only way I am able to sustainably hold for the long term is to have public meltdowns and to use viciously biting humor in my posts for zero likes. It is all incredibly cathartic.

@PolarizingLit 2 cents yay!

Oh wow !!! $tmc does have news !!!

@NielsPluijmen @PeloSwing Weride did well and bidu said robotaxis are doing well so decided to go long.

@notMiloBejda @PeloSwing I don’t know. Headlines will read narrowing of loss. It could provide great robotaxi YoY growth numbers (as Q4 2024 did little). Maybe those headlines stick. Details why this is, usually don’t. Total revenue likely will show a YoY drop. If that becomes the headline, likely red

$PONY Earnings Tomorrow: EPS Estimate: -0.048 Rev. Estimate: 24.62 Million Weekly Implied Move: +/-12.23% Wall Street maintains a "Moderate Buy" to "Strong Buy" consensus. Investors are focused on the commercialization of autonomous driving, Gen-7 cost reductions and the partnership announced with $UBER back in May of 2025.

@NielsPluijmen @PeloSwing $PONY going red?

@PeloSwing The Revenue Estimate of 24.62 Million seems very low. My estimate for Q4: Robotruck ($10-13M) Applications & Licenses: ($8-12M) Robotaxi ($10M) Total ($28M - $35M) midpoint $32.5M That midpoint still implies a YoY drop (Q4: 35.5M).

@BiotechAutist @Vulpescap it was submitted through a different path 🤡

@notMiloBejda @Vulpescap If it was purely administrative, it would have been a minor amendment. Good luck!

$ALDX @BiotechAutist could very well could be right but I can't get enough conviction on this to get involved (either way). Yes field trial failed but FDA draft guidance for DED explicitly acknowledges that effective therapies can fail trials and the data packages of multiple approved DED products contain failed/mixed data. Unless I'm mistaken, ALDX's field trial is the only real failure. They got CRL'd last time because of baseline imbalances between arms - in interpretability problem but not a clearly interpretable fail. They got CRL'd the first time because they tried to use a lil' Ph2 as their second trial showing efficacy on symptoms, IIRC. Other than that, chamber trials seem reproducible, it appears to me they have sufficient data (2 positive trials) on both sings and symptoms But the request for a CSR on the failed field trial does give me pause. Neither long stock nor puts. Been a while since I looked carefully at this so don't take this opinion at face value.

@JohnSmith2cvf @mariomastrom The drug works better than tap water 😂

@notMiloBejda @mariomastrom Just because the CEO hates shorts doesn’t mean it was approved and he’s holding it for tmrw to “get back at shorts”. The drug is junk and your better off putting tap water in your eyes then that shit! Good luck!

@JohnSmith2cvf @mariomastrom CEO hates shorts. This is literally payback.

@mariomastrom So you think that it will be approved when the day of approval is about to be over and we haven’t heard anything? This things toast.

@HungryMonkeyX @grok yes its true

@notMiloBejda @grok is this true ?

@Anthony_TayIor That logic could work both ways. If the FDA believed there were major deficiencies, it likely would have stopped the review and issued a CRL.

@notMiloBejda Brother if the FDA thought this drug did anything it would be approved already. It's obvious to everyone that it does not. Sure chamber and field are both plausible paths but they failed the field study. Does that sound like convincing evidence of efficacy.

$ALDX Mechanistically this doesn't work The reactive aldehyde species (RASP) that Reproxalap is blocking are downstream damage markers of inflammation. Not the cause of the inflammation. This is why RASP targeting does not have clinical benefit.

@Investorclimber @surferbackpack you do realize those cited comparables happened before the 2020 draft

Bought Feb20´26 5$ puts on $ALDX at 0.3$/contract. I think the third CRL is highly probable if by Feb16 the FDA does not communicate proposed labeling, and stock will go down significantly by then. Nice read by @surferbackpack docs.google.com/document/d/1xj…

@uGoatMail @elonmusk @SuperGrok Test filestreams.com/G44/1945270083…

@elonmusk @SuperGrok @notMiloBejda

Cool feature just dropped for @SuperGrok subscribers. Turn on Companions in settings.

@uGoatMail @JenRohrs6 @TimRunsHisMouth Test filestreams.com/G43/1945270239…

@JenRohrs6 @TimRunsHisMouth @notMiloBejda

Wait til she finds out about social security numbers…