Babank

@silvertrade $VTRS is the perfect Teva twin, both are massive generic drug giants, so any $Teva plant drama from the strike could hand VTRS easy market share and higher prices on everything from antibiotics to heart meds.

New Long - $DGXX - Digi Power X Inc.

$IMDX Investment Thesis Share Price: 3.8 Market Cap: $135M Last Capital Raise: 12 Feb $5.75 per share Regulatory Approval: Q3 2026 Cash Runway: Mid to Late 2027 Approval odds: 70% A couple of months ago I recommended STAAR Surgical Company ( $STAA ), it’s now up 55%+ since. That work was heavily facilitated by the clarity of the thesis, in part shaped by Broadwood Capital, so I dug deeper into them. What stands out is their pattern. Highly concentrated bets held through long periods of doubt. Look at Monster Beverage ( $MNST) and Axon Enterprise ( $AXON). Both required patience and delivered monstrous returns in the thousands of percentages. Not obvious winners early, just misunderstood situations that needed time. That pattern led me to $IMDX. Broadwood owns roughly 40% and has recently started adding aggressively again, almost weekly. Their average cost is well above the current market price, which makes this accumulation particularly notable. At first glance, $IMDX looks like a broken small cap biotech. That’s because it was. The old oncology strategy failed, followed by cash burn, dilution, and a full reset. What exists today is a focused company targeting a very real problem, transplant rejection. Right now, patients are monitored with biopsies. Invasive, painful, infrequent. $IMDX replaces that with a blood test that detects rejection early by measuring donor DNA. This isn’t theoretical, the science works. The real question is distribution. Most competitors rely on centralized labs. $IMDX is building a kit based model that allows hospitals to run the test themselves. That’s where Bio-Rad Laboratories ( $BIO ) becomes critical. Bio-Rad is a multi billion dollar company with PCR machines already sitting in labs globally. $IMDX plugs directly into that infrastructure. But more importantly, the relationship is structured. Bio-Rad is an equity holder, initially structured around ~9.99% ownership. They have participated in financings and have contractual rights tied to commercialization. The existing Bio-Rad agreement positions them as a natural source of additional capital post-approval, with a clear pathway to increase their ownership, and potentially evolve into a broader strategic outcome, including a buyout, if commercialization is successful. $BIO benefits from every test run. That alignment matters. This is not a typical microcap that needs to scramble for capital post approval. There is already a strategic partner embedded in the cap table with both incentive and optionality to go bigger. The most recent capital raise was about $26M at $5.75 per share in February 2026. That is a strong reference point for where informed capital stepped in, we are currently ~ $4. The stock was roughly double a couple of months ago, driven by anticipation around FDA progress and growing awareness of the transplant diagnostics space. Then reality set in. Time passed, capital was raised, dilution came in, and the stock pulled back. Not because the thesis broke, but because execution takes time and funding. Now we are back at the interesting part. $IMDX is approaching a major catalyst, with Phase 3 and FDA related outcomes expected in less than 150 days. The probability of approval is relatively high because this is a diagnostic built on validated biology, making outcomes more predictable than traditional biotech drugs. So what you have here is a reset company, a real medical need, a scalable distribution model, a strategic partner with embedded upside optionality, and a fund with a history of multi thousand percent winners owning roughly 40% and adding again at current levels. This is not a clean story. It is a transition. If it works, it can be a 3 to 10x. This will be nothing new for Broadwood. Portfolio Allocation: 6%

The last time oil was at 110, the market was 10% lower. Incase it was not clear; REDUCE RISK immediately. And don’t forget that your quote-unquote “amazing” stocks were down 20% a month ago when oil was at $110. So don’t start thinking that just because you have good stocks, they’ll hold if a sell-off is coming. If oil can’t fix itself, the market is going a lot lower. A hurricane sinks all ships.

$LAC

Is $SOC still Trump’s darling? Q1 Earnings May 7th ⌛️ DPA protection Strong Buy + $25–$30 PT 26%+ short interest First oil sales #SOC #TrumpOil #ShortSqueeze #EnergyStock

$DUOL is the ultimate underdog. Ran all the way to ~$540 (May ‘25) on pure growth momentum , then got crushed -65%+ on AI fears and sentiment shift. Now sitting around ~$100. Left for dead. Counted out. But look closer: ~20% short interest
~80%+ institutional ownership
~46M share float $U $GRAB $CRSP $RBLX $GTLB 💎

@be4_the_h3rd Grok replied

$LCID can anyone confirm Uber just raised their stake?

$BULL Webull Announces $100 Million Share Repurchase Program @Maximus_Holla

VIX sub-20. Oil below $90. U.S. equities at all-time highs. That’s the reality. While headlines push chaos and escalation, markets are pricing something very different. If you’re still anchored to propaganda-especially out of Iran, you’re missing the signal. Price is truth.

$LAC slowly!

Some people just have a knack for the market. Mostly very right. Rarely wrong. Follow them. @Maximus_Holla @OptionsJohnny @TheSwingTraderr @be4_the_h3rd @commonsenseplay @pdicarlotrader @TedHZhang Most anyone else is a waste of time, capital, and or too much noise

New Long - $USAS - Americas Gold & Silver Corp. - Great quarter - Insider buying - Americas Gold and Silver Corporation Announces New Record Quarterly Silver Production and Sales, Including 787,000 Ounces Produced and 830,000 Ounces Sold Americas Gold and Silver Corporation is a Canada-based precious metals mining company with multiple assets in North America. It owns and operates the Galena Complex, Cosala Operations, and the Relief Canyon mine. It also owns the San Felipe development project in Sonora, Mexico. The 100% owned Galena Complex is located in Idaho's Silver Valley. The 100%-owned Cosala Operations are located in the state of Sinaloa, Mexico and consist of about 67 mining concessions that cover approximately 19,385 hectares (ha). The Relief Canyon Mine is located in Pershing County, Nevada. The project encompasses an open pit mine and heap leach processing facility. Its landholdings cover over 25,000 acres, which include the Relief Canyon Mine asset and lands surrounding the mine in all directions. The San Felipe silver-zinc-lead project is located in Sonora, Mexico. It also owns Crescent Silver Mine, which is located over four miles southeast of Kellogg, Idaho, and consists of 10 acres of surface rights.

Took some $BABA calls off this: Alibaba reportedly launches AI model for games and video to challenge Tencent

I replaced my $CRWV and $NBIS positions with $ORCL yesterday, we had an amazing run. Both are great companies, but $ORCL has more meat on the bone right now.

New Long - $TRZ.TO - Transat AT Inc. - Canadian Billionaire PKP keeps buying this small $100 million mc name on the open market - He's taking an activist role and has something up his sleeve imo lapresse.ca/affaires/entre…

$PLUG on watch coming days if can hold and build over 2.5!

@ed_fin @TradersCom Prokopiou tanker just printed monster spot rates. $DLNG low-float momentum beast is about to rip on this shipping chaos

With so much Middle Eastern crude offline, China is getting creative with its sourcing: Just noticed a Suezmax fixture from Sudan to China (Dar and Nile crude), at an eye-popping spot rate. Guess who the shipowner is? Everyone’s favorite Greek uncle: 🇬🇷🇬🇷🇬🇷

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One stat shipping investors should NEVER forget, buried somewhere deep inside this interview: 🇬🇷 Greek owners (population 10m) own 2x as many tankers as China (pop: 1.4bn) The Greek tanker orderbook is 4x the size of the Chinese orderbook. Free trade depends on Greece. 🫡

Potential for $BETR is triple digits