Krell

@CohenBets @KylenMills @USMNT @FIFAcom “Excessive force”. Can you not read? If you watch the replay in real time you can clearly see they are both challenging for the ball and he accidentally lands on his ankle. Staring at a picture removes all context from the play.

@KylenMills @USMNT @FIFAcom Clearly endangered him, couldve snapped his ankle. Just admit you have no clue and you are biased towards your country...

@eichi31103 Your graphic is AI slop

$TMDX: A medical device company specializing in organ transplantation technology that uses its Organ Care System (OCS) platform to enable normothermic perfusion during organ transport, significantly improving transplant success rates. The company also operates the National OCS Program (NOP), which provides end-to-end logistics services and currently covers heart, lung, and liver transplants. Macro Context (3 Months): The organ shortage crisis is driving growth in transplant demand, while U.S. transplant modernization policies and the increase in DCD (donor after circulatory death) donors create a favorable environment for advanced preservation technologies like OCS. The company benefits from high regulatory barriers in the medical device sector and the potential for orphan drug/breakthrough device designations, with the NOP model shifting toward service revenue to drive high-margin growth. Key Catalysts: Accelerated patient recruitment for the ENHANCE Heart and DENOVO Lung trials (which have received full FDA approval); Q3-Q4 data updates or interim results will drive adoption for cardiac and pulmonary indications. European NOP launch (Italy H1 2026), with PAD Aviation investment strengthening the European logistics network. OCS Kidney program progress (preparing for clinical launch), with potential to contribute new revenue in late 2026/early 2027. Q2 earnings (around August) may demonstrate NOP volume growth and guidance confirmation/upward revision. The company’s core competitive advantage lies in the OCS platform’s technological barriers: patented ambient-temperature perfusion technology outperforms traditional cold preservation, reducing ischemic injury and expanding the donor pool (especially marginal donors), with clinical evidence supporting better transplant outcomes. Vertically integrated NOP model: Full-chain services from devices to logistics, already capturing a significant share of OCS transplants in the U.S.; reusable devices and service revenue create a high-stickiness moat. Execution and Expansion: Rapid commercialization (leading in liver transplants), progress in clinical trials, and international expansion (investment in European aviation), with $462 million in cash reserves to support growth investments. Regulatory and Data Advantages: Multiple FDA IDE approvals and ongoing registration trials pave the way for label expansion. Bullish Case: Strong demand + clinical catalysts will drive volume growth in heart and lung transplants, moving beyond the current liver-dominated model. NOP + international expansion provide visible multi-channel growth, with significant room for long-term penetration rate expansion. 12-Month Target: $118–$130 #TMDX #OrganTransplant #OCSPlatform #NOPGrowth #ENHANCEHeart #DENOVOLung #BiotechMedTech

How it feels to invest in drone stocks that will get pumped by the President

The race for the CCA program is heating up! $BA completing 3 flights of their MQ-28. Andril YFQ-44A “Furry” successfully test in April. $KTOS ramping up production of XQ-58.

The air defense system that's proven itself in combat just got a $1B order from Kuwait. Raytheon's NASAMS shoots down drones, cruise missiles and aircraft. Kuwait wants it ready by 2031 — and given the neighborhood, that timeline matters. defence-blog.com/kuwait-orders-…

The $1.1 billion Drone Dominance Gauntlet program aims to address a deficit in the U.S. military’s use of first-person view (FPV) drones, which are swiftly becoming ubiquitous in modern-day wars. nbcnews.com/tech/security/…

MQ-28 just went international! 🌏✈️ Three flights from Point Mugu proved rapid allied deployment, autonomous ops and payload integration — paving the way toward exportable uncrewed capability.

What a coincidence…. Count Dooku and I just founded a new private start-up last week. Please DM!

Q1 earnings show strong momentum. Valuation metrics are/will be stretched out over the next few years (even after the >50% drawdown). Record levels of global defense spending means their runway for above average industry growth will be longer than people realize.

Flagship product (for now) is the XQ-58 Valkyrie autonomous drone and contracts are starting to materialize. IMO drones like this will be used to turn the pacific islands into bee hives. $KTOS will ride the US-China-Taiwan conflict as it plays out. defence-industry.eu/kratos-to-deli…

$KTOS working through a long drawdown from ATHs ~$125. Could move down to $45-48 range in the near term but the r/r set up over the next 1-2y looks strong.