Kodaboda🇨🇦

$PLTR Palantir's Karp: "I'm planning to grow 100% next year." @amitisinvesting has the same reaction that I did!!!!

Retail sentiment on $ONDS has cratered... $ONDS YTD performance: -4.4% $ONDS 3-month performance: -14.67% $ONDS 1-month performance: -0.80% $ONDS 1-week performance: -11% $ONDS 1-day performance: -5.67% Meanwhile, institutional ownership continues to move in one direction: up. More importantly, fundamentals are only improving with management citing as recent as this morning that their revenue target of "at least $375M" for 2026 is well within reach. This represents a 640% YoY increase in revenue, up from a 605% YoY the year prior. Backlog has exploded to $457M for 2026, up over 600% since YE2025, largely attributed to their strategic M&A plan that is already providing meaningful shareholder value. On this topic, @CeoOndas shared in today's shareholder letter: "Today we have an M&A pipeline of over 25 opportunities, many of them in advanced stages of activity. These businesses have a combined potential run rate of $500 million in 2026 revenue. Significant organic growth, augmented by these strategic activities point to a substantially larger business over the next 12 to 36 months." My revenue target for 2026 has been raised to $450M+ which means, as of today, $ONDS is trading at: Forward P/S of 10.4x Forward EV/S of 7.3x Not a bad deal for a company growing at 600% YoY with 40%+ margins, a war chest of a balance sheet, and every tailwind in the world for drones and autonomous defense tech. The noise on social media has not changed my stance on this company, and I still believe it is meaningfully mispriced at its current valuation. It won't always be mispriced, but it is now. Therefore, I am taking advantage of these opportunities. Patience is mandatory. Long $ONDS.

$IBRX 👏👏👏🙏🙏🙏

Some real nonesense from #Ocugen investor community! If you don’t know about QIBs….. Ask ChatGPT…..FFS!! The PR specifically called out institutional investors, that what we all wanted, and we know the science is 🎯 So now institutions or BP can ‘get on-board’ $OCGN

$IBRX is heading to a $1T MC company. #Anktiva Immunotherapy 2.0: How the Thymus, T Cells, and IL-15 Link Cancer Treatment to Longevity. @LoriMills4CA42 @alc2022

$PLTR EXPECTS TO GROW 100% IN THE U.S. IN 2026 AND 2027 WHAT?!

$PLTR CEO Alex Karp has a message for retail investors:

$PLTR JUST POSTED A RULE-OF 40-SCORE OF 145 🤯

$OCGN My Unbiased Take This is a pragmatic, standard biotech financing move from a position of clinical momentum rather than desperation. Ocugen had a decent cash position but high burn rate; repaying the Avenue loan while adding substantial new capital de-risks the balance sheet and buys time for the Phase 3 readouts without forcing an immediate reverse split or massive equity raise at depressed prices. It’s “smarter dilution” (potentially delayed and at higher prices) than selling stock outright today. That said, it’s still dilution risk down the road, and the market’s knee-jerk negative reaction is typical for these deals. The real value will show in whether the extra cash helps deliver clean pivotal data and partnerships. Haters can hate but I LOVE this move! Trust in our data and let science do the talking. Well play Mr. CEO @drsmusunuri #CourageousInnovation #RetinitisPigmentosa #LeberCongenitalAmaurosis #GeneTherapy #CellTherapy #OCU500 #OCU200 #OCU400 #OCU410 #NeoCart

Ocugen announces $115M convertible notes offering (up to $130M). Near-term pressure likely due to dilution risk, but strengthens balance sheet and extends runway. Classic biotech move: fund growth before commercialization. $OCGN #Biotech Link: ir.ocugen.com/news-releases/…

$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $1.63B vs Est. $1.54B • EPS $0.33 vs Est. $0.24 • US Commercial: $595M (+130% YoY) FY26 Guidance • Revenue $7.64B vs Est. $7.28B (+71% YoY)

$ONDS & World View mentioned in the opening minutes of the $PLTR Q1 earnings call 🔥 Listen below ⬇️

Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.

$IBRX #STAYTUNED #JAMA #IMMUNOTHERAPY

$PLTR is probably the biggest upside business in the entire AI stack.

$PLTR PALANTIR REPORTS Q1 EARNINGS $1.63B REV vs $1.54B EST $0.33 EPS vs $0.28 EST TOPLINE UP 85% YoY 2026 GUIDE: 7.2B REV ➡️ 7.6B REV

Genius $SOFI raised capital at $27/share and deployed this capital to personal loan, student loan, home loan originations -- see the massive growth. Plus, they're spending a lot of money on acquiring new members, building new products, to compound revenues 30% and EPS ~40% YoY for 3 more years. Barring a recession $SOFI should do very well. P/TBV at ~2.3 with a fantastic management team. 🚀🔥 Once the macro outlook is cleared up, WE MOON 🚀🚀🚀

FDA Commissioner Marty Makary appointed his longtime podcast friend Vinay Prasad to regulate life-saving medicines. The man who had spent years publicly attacking the FDA, the people running it, and the scientists building cures was now in charge. The friend had publicly called @DrPatrick a snake oil salesman, called Peter Marks a [BLEEP] regulator, mocked RFK Jr., and trashed three former FDA Commissioners. He was given the keys anyway. THE SCENE On October 31, 2024, on the VPZD Show, Vinay Prasad and Zubin Damania were discussing news that Patrick Soon-Shiong was in private talks with Donald Trump for a health advisory role. Vinay Prasad: "He's in private talks with Trump to like sit in some advisory role, because that dude is always a snake oil" Zubin Damania, nearly simultaneously: "He's a snake oil salesman." Source: youtube.com/watch?v=h2eFtZ… Six months and six days later, Vinay Prasad's friend Marty Makary appointed Vinay Prasad to head the FDA division that regulates Patrick Soon-Shiong's drugs. Patrick Soon-Shiong has been silent on $IBRX since April 27, 2026. For a CEO who normally posts multiple times a day, eight days of silence is loud. This is the file the silence sits on top of. THE FRIENDSHIP, IN HIS OWN WORDS On December 29, 2024, two months after the snake oil exchange, Vinay Prasad stood in front of a UCSF Hematology Oncology Interest Group and said this: "My friend Marty Macri is gonna be the new commissioner. So that's good news for me." He paused, then self-corrected: "No, it's good news for Marty. It's good news for all of us." Four months later, his friend Marty Makary appointed him to head the FDA division that regulates Patrick Soon-Shiong's drugs. Source: sensible-med.com/p/ucsf-hematol… (audio at 35:00) THE PARTNERSHIP Marty Makary was not an occasional guest. He was a recurring voice on the Vinay Prasad and Zubin Damania podcast network for five years. Between 2019 and late 2024, Makary appeared on at least 18 documented episodes across the network: - 3 VPZD Show episodes co-hosted by Prasad and Damania - #4 "Omicron Panic" (late 2021/early 2022), #33 "Marty's Book" (Sept-Nov 2024), #34 "Blind Spots" (Sept-Nov 2024) - 15 ZDoggMD episodes featuring Makary as guest, spanning 2019 through 2024 (one of which also featured Prasad) - Sensible Medicine Substack cross-promotion as part of the same network The podcasts drove paid subscribers to Vinay Prasad's drvinayprasad . com Substack and to Zubin Damania's Substack. Makary's books got dedicated promotional episodes on the network - notably VPZD Show #34 "Blind Spots" in late 2024, devoted to his then-new bestseller. This is the network where Vinay Prasad called Patrick Soon-Shiong a snake oil salesman on October 31, 2024, where Vinay Prasad ratified Damania's same framing in the same breath, and where Vinay Prasad called Peter Marks a [BLEEP] drug regulator two weeks later. None of it was illegal. None of it required formal disclosure under federal ethics rules at the time. All of it was on the public record at the time of Makary's nomination on November 22, 2024 and at the time Makary appointed Prasad to CBER on May 6, 2025. On November 26, 2024, four days after Donald Trump nominated Makary as FDA Commissioner, Vinay Prasad posted a video to his YouTube channel titled "I endorse Marty Makary for FDA commish! Here is why!" Source: youtube.com/watch?v=wiEqBh… In that same video, at the 16:35 mark, Prasad said this about Peter Marks, the sitting CBER director Prasad would replace five and a half months later: "I hope Peter Marks gets the same treatment that he gave Marion Gruber and Phil Kraus. The same broom closet he can get reassigned to." Source with timestamp: youtube.com/watch?v=wiEqBh… HOW DOES THIS HAPPEN Vinay Prasad mocked RFK Jr. as a "rando guy who tells stories about bears." He called Peter Marks a [BLEEP] drug regulator. He attacked the last three FDA Commissioners by name - Califf, Gottlieb, Hahn. He called Patrick Soon-Shiong a snake oil salesman. Six months later, Marty Makary handed Prasad the keys to the FDA division that regulates Patrick Soon-Shiong's drugs. Patrick Soon-Shiong has no recourse. Marty Makary and Vinay Prasad had been on the same podcast circuit for five years. This is the record Marty Makary saw. He made the appointment anyway. THE RECORD ON PATRICK SOON-SHIONG Vinay Prasad has been attacking Patrick Soon-Shiong by name for nine years. February 14, 2017. STAT News investigation by Adam Feuerstein and Damian Garde. Prasad on Soon-Shiong's NK-cell trial in Merkel cell carcinoma: "The clinical breakthroughs touted by Patrick Soon-Shiong are less than modest - they are the most miniscule and vague findings." Source: statnews.com/2017/02/14/can… This is not just an attack on a CEO. It is an attack on a molecule. THE WAR ON IL-15 In 2007, the National Cancer Institute ranked 124 immune-modulating molecules by potential to cure cancer. Number one was interleukin-15 - IL-15. The body's own signal to grow and activate NK cells and T cells. Discovered at the NIH. Number two was Keytruda, Merck's blockbuster checkpoint inhibitor. Nobody built IL-15 into a drug for almost two decades. Patrick Soon-Shiong did. The result was ANKTIVA, an engineered IL-15 superagonist that rebuilds the immune system rather than taking the brakes off the way Keytruda does. FDA approved it April 2024 for BCG-unresponsive bladder cancer. Saudi Arabia approved it for advanced lung cancer. Published research has extended IL-15 to sepsis, pancreatic, breast, head-and-neck, HIV, and radiation injury. Vinay Prasad attacked the NK-cell trial in 2017 (STAT). He attacked the regulatory pathway in 2021 (JAMA Oncology - jamanetwork.com/journals/jamao…). He attacked the man in 2024 (his own YouTube channel). He attacked the molecule the NIH ranked first. Then he was given the office that regulates it. THE RECENT ATTACKS October 28, 2024. On his YouTube channel, Prasad on Soon-Shiong's primary commercial drug Abraxane, at the 3:32 mark: "His me too drug was marketed as Abraxane as a better alternative to the older drug, but it's actually not better. In multiple head-to-head randomized control trials, it fails to outperform Paclitaxel, most famously Rugo et al in 2015 in breast cancer when they dose on the same schedule. So I actually don't think Abraxane was ever worth that kind of money. It has a very narrow use, which is you can skip some steroid premedication. Okay, anyway, that's how he got his money." Source: youtube.com/watch?v=LZOzee… October 31, 2024. On the VPZD show episode 36, the conversation turns to Patrick Soon-Shiong being in private talks with Donald Trump for a health advisory role. At the 1:23:52 mark, Vinay Prasad says: "He's in private talks with Trump to like sit in some advisory, because that dude is always a snake oil-" Zubin Damania, nearly simultaneously, completes: "He's a snake oil salesman." Vinay Prasad ratifies with: "That's the thing." Both men called Patrick Soon-Shiong a snake oil salesman, on a recorded podcast, in the same breath. Source: youtube.com/watch?v=h2eFtZ… THE RECORD ON PETER MARKS PETER MARKS - the man whose CBER seat Prasad would assume on May 6, 2025. November 14, 2024. On the Sensible Medicine podcast "MAHA and Medical Conservatism." Howard YouTube clip preserves the timestamp at 1:11: "I expect less from RFK Jr than I do from Peter Marks. Peter Marks is a [BLEEP] drug regulator [BLEEP]ing up every single day." (The original audio is unredacted. Verbatim source linked below.) Source: youtube.com/watch?v=a8lQpG… Peter Marks approved ANKTIVA in April 2024. Vinay Prasad publicly attacked him in profanity seven months later. Nearly six months after that, Prasad replaced him. Recall what Prasad said about Makary's appointment: "good news for me." Peter Marks's fate was on the record five and a half months before his replacement was announced. THE APPOINTMENT May 6, 2025. Vinay Prasad named CBER director by Marty Makary. He took office holding: - A documented record of attacking IL-15, the molecule the National Cancer Institute ranked first out of 124 immune-modulating molecules in 2007 - Peer-reviewed academic opposition to the regulatory pathway that approved ANKTIVA - Profanity-laden public hostility toward the predecessor whose seat he was filling - Sustained personal attacks on Patrick Soon-Shiong dating back nine years - Public mockery of the HHS Secretary who was now his boss - Public attacks on the last three FDA Commissioners by name - A publicly stated friendship with the man who appointed him Every item above was on the public record when Marty Makary made the appointment. ONE YEAR, TWO REGULATORY ACTIONS Vinay Prasad's tenure at CBER ran 360 days, from May 6, 2025 to April 30, 2026. Two regulatory actions bracket that tenure on either end. May 2, 2025: FDA Refuse to File on the ANKTIVA papillary sBLA. Issued by CBER staff in Peter Marks's last week. Vinay Prasad's name announced four days later. The four-day gap is a paperwork detail. The friendship was on record since 2019. The hostility toward Patrick Soon-Shiong was on record since 2017. The opposition to the regulatory pathway was on record since 2021. Vinay Prasad arrived inside the office long before his name was on the door. March 13, 2026: OPDP Warning Letter to ImmunityBio's CEO over claims made by Patrick Soon-Shiong in a Sean Spicer podcast appearance and a TV advertisement. The action came during Vinay Prasad's tenure and followed two prior untitled letters (September 9, 2025 and January 7, 2026) over the same disputed claims. April 30, 2026: Vinay Prasad's last day at FDA. WHAT THE RECORD SAYS The man whose silence we are watching - Patrick Soon-Shiong - is the man who has been called miniscule, vague, snake oil, a me too seller, and the source of money he didn't deserve. The man who said those things about him - Vinay Prasad - was given the keys to the FDA division that regulates his drugs by his friend Marty Makary. Every line above is on file. Vinay Prasad was given the keys. Patrick Soon-Shiong was given silence.

$IBRX Sharing - FWIW ASCO 2026 May 29 - June 2, 2026 McCormick Place, Chicago, IL & Online (I gave Patrick Soon Shiong in the search box and got this). Abstracts should be available sometime in May, around May 20-21?

In the last eight years we have grown from 650K members to 14.7M, and from $250M in annual revenue to over $3.5B last year, with a clear path toward $5B in 2026. Our CEO @anthonynoto joined @bloomberg to share how SoFi delivers durable growth across members, products, and revenue. Members continue to turn to SoFi for the financial products and tools they need to get their money right — and that trust is showing up in the numbers: 14.7 million members and counting. 📈 As @anthonynoto put it: "It's not a matter of if. It's a matter of when." 🚀Watch the full interview 👉 youtube.com/watch?v=NGW2dn…