MNT on X

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MNT on X

MNT on X

@MNTonX

FINANCIAL MARKETS, NEWS, AND TECHNOLOGY | SWING TRADER & INVESTOR | CORPORATE & STRATEGIC FINANCE SPECIALIST | M&A | POSTS ARE OPINION OR PERSONAL RESEARCH

WallStreet Katılım Mayıs 2020
230 Takip Edilen6.1K Takipçiler
MNT on X
MNT on X@MNTonX·
$Q - Qnity Electronics Another great earnings report and guidance raise yesterday! Continuing to make new all time highs and now up over 125% since the buys back in November
MNT on X tweet mediaMNT on X tweet media
MNT on X@MNTonX

$Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO, given it's high single-digit growth rate and leading margins, it should trade at a premium to closest peer $ENTG - Entegris Supplies semiconductor materials across the entire value chain (chip fabrication, advanced packaging, PCB building, and assembly / display) for leading blue chip companies like TSMC - $TSM, Nvidia - $NVDA, Micron - $MU, Microsoft - $MSFT, Google - $GOOGL, Raytheon - $RX, Boeing - $BA, Toyota - $TM, Intel - $INTC, etc...

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MNT on X
MNT on X@MNTonX·
$CBRS - @cerebras Reuters reports that Cerebras is now considering raising its IPO price range to $150 - $160 per share and increasing the number of shares offered from 28 to 30 million This could raise upwards of $4.8 billion cash Going to be a very interesting Thursday!
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MNT on X@MNTonX

$CBRS - @cerebras Cerebras expects to raise their IPO price range to $125 - $135 per share Said to be more than 20x oversubscribed

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MNT on X
MNT on X@MNTonX·
$CBRS - @cerebras Cerebras expects to raise their IPO price range to $125 - $135 per share Said to be more than 20x oversubscribed
MNT on X tweet media
MNT on X@MNTonX

$CBRS - @cerebras Already over $10 billion worth of demand for the $3.5 billion of shares being offered Likely to see the price range ($115 - $125) and / or number of shares offered (28M) increase Looking forward to this IPO next week

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MNT on X
MNT on X@MNTonX·
@nalyticsatwork @RazBioTech The entire timeline for formal pre-NDA discussions is typically 60 to 70 days, so assuming those started in March, they wrap up end of May / early June… which lines up to them scheduling an investor day mid-June. Then may take a few weeks to finalize NDA for submission.
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Christopher Schultz
Christopher Schultz@nalyticsatwork·
@MNTonX @RazBioTech Dugel stated on Monday 4/27 that they were in “formal” discussions with FDA, so pre-NDA meetings were ongoing at least as of the week prior to that. That means NDA submission should happen by end of this month .
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Rasmus H
Rasmus H@RazBioTech·
Important for expectation management ahead of $OCUL investor day in June
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MNT on X
MNT on X@MNTonX·
@nalyticsatwork @RazBioTech If $OCUL has their formal pre-NDA submission meeting with the FDA by early June and receives approval to proceed, then I concur with this timeline… likely to see PDUFA date in May - June 2027.
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Christopher Schultz
Christopher Schultz@nalyticsatwork·
@RazBioTech PDUFA in May of 2027 most likely if nda acceptance is received in July. Anything earlier than that would be a win.
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MNT on X
MNT on X@MNTonX·
$CBRS - @cerebras Already over $10 billion worth of demand for the $3.5 billion of shares being offered Likely to see the price range ($115 - $125) and / or number of shares offered (28M) increase Looking forward to this IPO next week
Bloomberg@business

Cerebras is telling institutional investors placing orders in its IPO to specify the number of shares and the maximum price they’re willing to pay, sources say, another sign that the AI chipmaker’s shares are in high demand bloomberg.com/news/articles/…

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Casey | Trade Tracs
Casey | Trade Tracs@CaseyVSilver·
@DescartesIdea There were multiple analysts that put the stock on a hold rating, TD Cowen did emphasize the single trial risk, but other analysts focused on other factors. I do agree with you, one trial risk is huge.
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Casey | Trade Tracs
Casey | Trade Tracs@CaseyVSilver·
$OCUL getting a Hold rating despite SOL-1 success — analysts see the Axpaxli wet AMD/NPDR data as real, but adoption risk is the ceiling here. Valuation already pricing in optimistic uptake. Without clear commercial execution, this stays a "great science, tough sell" story. $EYPT remains the comp to watch in the ocular space. Not a fade, not a chase. Wait for proof of adoption before adding size. Keep it on the watchlist near key catalysts. #Biotech #OCUL #OcularTherapeutics
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MNT on X
MNT on X@MNTonX·
They indicated that the NDA would be filed “shortly after year one data from SOL-1” I don’t interpret this as NDA filing actually being completed in Q1, rather a broader optimistic timeline from mgmt. Could also argue that they were saying the NDA submission process would start in Q1, which includes the pre-NDA formal FDA meeting that is currently in progress I’m not seeing any concerns with current progress or indications of something changing
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Fred Anthony
Fred Anthony@wallstlobo·
@MNTonX @RevShark FWIW The company said last Dec that the NDA would be filed in Q1 so something has changed
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James DePorre
James DePorre@RevShark·
$OCUL --the only thing that matters "subject to our ongoing formal discussions with the U.S. FDA,"
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MNT on X
MNT on X@MNTonX·
@wallstlobo @RevShark I wouldn’t say FDA discussions are dragging…. They seem to be following the standard 60 to 70 day timeline for formal pre-NDA discussions. This timing also helps explain the scheduling of the investor day for mid-June. I would expect more details late May / early June $OCUL
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Fred Anthony
Fred Anthony@wallstlobo·
@RevShark I'm in this stock for over 6 yrs- gotta say-something ain't right- remember the touted SPA- why FDA discussions dragging? Dugel is starting to spout Rope-A-Dope
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MNT on X
MNT on X@MNTonX·
$Q - Qnity Electronics Up ~10% in pre-market and making new all time highs after a great earnings and 2026 guide. Also announced a $500M stock buyback Now up over 70% since mid-November
MNT on X@MNTonX

$Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO, given it's high single-digit growth rate and leading margins, it should trade at a premium to closest peer $ENTG - Entegris Supplies semiconductor materials across the entire value chain (chip fabrication, advanced packaging, PCB building, and assembly / display) for leading blue chip companies like TSMC - $TSM, Nvidia - $NVDA, Micron - $MU, Microsoft - $MSFT, Google - $GOOGL, Raytheon - $RX, Boeing - $BA, Toyota - $TM, Intel - $INTC, etc...

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MNT on X
MNT on X@MNTonX·
$SOLS - Solstice Advanced Materials New all time highs again today on the back of a great Q4 2025 earnings report! They also announced the initiation of a quarterly dividend and an expansion of their Metropolis Works uranium conversion facility. Up ~70% since November
MNT on X@MNTonX

$SOLS - Solstice Advanced Materials Had some bids fill around $42 this morning as I continue to build out my position Spin-off volatility and associated selling pressure is making the valuation even more compelling, IMO Trading at trailing multiples of 1.83x revenue and 6.98x EBITDA The most overlooked aspect of the business, especially by the nuclear traders / investors, is the complete monopoly they hold on the domestic uranium UF6 conversion market... Solstice's Metropolis Works facility is the ONLY uranium hexafluoride (UF6) conversion facility in the United States and is designated a strategic national security asset by the Department of Energy with a sole-source contract from the government for UF6 conversion to support federal uranium stockpiling They're also 1 of only 10 conversion facilities globally and hold a 23% - 25% global market share of UF6 conversion with a $2 billion order back-log and sold out at their current capacity through 2028 This is in addition to the thematic exposure they have to both the semiconductor supply chain and data center infrastructure

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Jas law
Jas law@Jaslaw7·
@MNTonX You were one of the first to talk about $SOLS. Great work!
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MNT on X
MNT on X@MNTonX·
Three names that I liked in Q4 for their valuation and thematic relevance have performed exceptionally well and continue to remain strong relative to the overall market: $SOLS - Solstice Advanced Materials $Q - Qnity Electronics $HON - Honeywell
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MNT on X
MNT on X@MNTonX·
@teslascope Thanks! Tried the soft and hard restart, but didn’t seem to work. Will be reaching out to service
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Teslascope
Teslascope@teslascope·
@MNTonX This is strictly API-focused, so only Tesla’s mobile app and third-party apps. That sounds like the best route would be to first try a full restart (hold down both scroll wheels until then screen restarts), and when in doubt, reach out to service!
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Teslascope
Teslascope@teslascope·
We’re seeing major issues with Tesla’s infrastructure impacting both the Tesla mobile app and third-party apps alike. Impacts include vehicles disappearing from Tesla Accounts, inability to interact with vehicles remotely, and connectivity issues with third parties.
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MNT on X
MNT on X@MNTonX·
$SOLS - Solstice Advanced Materials x.com/MNTonX/status/…
MNT on X@MNTonX

$SOLS - Solstice Advanced Materials Had some bids fill around $42 this morning as I continue to build out my position Spin-off volatility and associated selling pressure is making the valuation even more compelling, IMO Trading at trailing multiples of 1.83x revenue and 6.98x EBITDA The most overlooked aspect of the business, especially by the nuclear traders / investors, is the complete monopoly they hold on the domestic uranium UF6 conversion market... Solstice's Metropolis Works facility is the ONLY uranium hexafluoride (UF6) conversion facility in the United States and is designated a strategic national security asset by the Department of Energy with a sole-source contract from the government for UF6 conversion to support federal uranium stockpiling They're also 1 of only 10 conversion facilities globally and hold a 23% - 25% global market share of UF6 conversion with a $2 billion order back-log and sold out at their current capacity through 2028 This is in addition to the thematic exposure they have to both the semiconductor supply chain and data center infrastructure

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MNT on X
MNT on X@MNTonX·
$Q - Qnity Electronics x.com/MNTonX/status/…
MNT on X@MNTonX

$Q - Qnity Electronics Buys in the $70s are looking nice after it's recovery to mid $80s My favorite semiconductor supply chain play. IMO, given it's high single-digit growth rate and leading margins, it should trade at a premium to closest peer $ENTG - Entegris Supplies semiconductor materials across the entire value chain (chip fabrication, advanced packaging, PCB building, and assembly / display) for leading blue chip companies like TSMC - $TSM, Nvidia - $NVDA, Micron - $MU, Microsoft - $MSFT, Google - $GOOGL, Raytheon - $RX, Boeing - $BA, Toyota - $TM, Intel - $INTC, etc...

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Keşfet

@cerebras @nalyticsatwork @RazBioTech @CaseyVSilver @DescartesIdea @RevShark @wallstlobo @Jason