Separatist_Stocks

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Separatist_Stocks

Separatist_Stocks

@NotYoungBuck

NFA || GOD FAMILY COUNTRY CORPS || Research Addict || Shillers Narrative Econ || Actionable Reflexivity || Charts || E-4 2/8 USMC, PSD, DAV || HONESTY WITH SELF

Norf Cakalacky, USA Katılım Mart 2021
157 Takip Edilen170 Takipçiler
David Din, CFA
David Din, CFA@DavidDin·
Tomorrow. Finally picking up my First Tesla Y in Switzerland. A dream is coming true. A big thank you to the Tesla staff in Bassersdorf.
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Separatist_Stocks@NotYoungBuck·
#Fuck. Didn't even get to take a picture either my nephew before I got kicked from his tournament. I really dont like the dominance games. I was the guy they would send in to talk shit SO the fight would pop off.... I have changed a great deal since and go out of my way to exude kindness and respect.... BUT WHEN A BIG TITTI BETA BOY WANTS TO FLEX.... WELL DO YOU RECITE TYSON OR DO YOU GET DOWN LIKE THAT? But if you start trying to alpha and I dont got my wife or kids with me.... shewww.... #DICKMEASURINGCONTESTS #GAMES ARE FOR CHILDREN.... AND I NEVER LET THEM WIN. #LESSONS WILL BE TAUGHT.
GIF
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Separatist_Stocks@NotYoungBuck·
$BURU THIS IS A HIGH CONVICTION 100% NFA PLAY GENTS. POSSIBILITIES: 1. BLOWING UP ACCOUNT.... OR 2. BUYING A YACHT AND MAYBE THE JETSKI ADD-ON BUT WHO KNOWS, GOTTA TAKE IN ALL THE DATA.... The models are absolutely screaming on $BURU right now. 🧬📈 ​My Bio-Quant sequence is detecting heavy algorithmic accumulation stepping in just above the 52-week lows ($0.16-$0.17). Here is what the raw data is showing: ​📊 Volume Anomalies: We're seeing a massive 4.3x volume spike with aggressive block buys hitting the ask. The algos are rapidly pricing in their new 70% Tekne acquisition and the GRAELION tactical vehicle production for Ukraine. 🧬 Helix Reversal: Short-term quantitative oscillators have crossed heavily bullish. Sell-side liquidity is an absolute ghost town right now. 🧠 Dark Pool Divergence: Retail is fearful, but institutional prints show massive bottom-fishing. ​They are targeting €100M+ revenue by 2027 in the global defense space, and the machines are front-running this massive pivot. ​You already know how I execute: pure conviction, zero stop losses. Letting the price action dictate the trade while the schmoney playlist stays hyphy. 🔊💸 ​#BURU #BioQuant #Helix #DayTrading #Stocks
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Separatist_Stocks@NotYoungBuck·
"There's no options chain for $DVLT. Shorts can't hide their FTDs in complex options hedges, so they are bleeding borrow fees right now. Plus, management is literally issuing digital asset dividends specifically to force a share count and expose the naked shorts. The trap is already set."
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Separatist_Stocks@NotYoungBuck·
$DVLT @STOCKTWITS HELLO AGAIN. I COME TO BRING YOU GOOD NEWS! REJOICE! ​📊 The Bullish Data Arsenal ($DVLT) ​Massive Revenue Explosion: FY-2025 revenue surged 1,362% YoY to $39.1 million (up from just $2.67M in 2024). ​First Profitable Quarter EVER: Q4-2025 brought in a GAAP operating profit of $4.2 million on $33.8 million in revenue for the quarter alone. ​Elite Margins: The company is operating at a ~78% gross margin ($30 million gross profit for FY-2025). ​Immaculate Balance Sheet: Datavault ended the year with ~$116 million in working capital and absolutely zero long-term debt. ​Aggressive 2026 Guidance: Management reiterated their target of $200 MILLION in revenue for FY-2026, which would represent another ~400% YoY growth. ​Major Acquisitions: They just acquired API Media for $14M in cash and signed a definitive agreement to acquire NYIAX for $59.2M to build out their institutional-grade AI data exchange.
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Separatist_Stocks@NotYoungBuck·
"If it's dead, why was Off-Exchange short volume over 60% this week? They are routing buys to the dark pools to suppress the tape because they are trapped under 84 MILLION short shares. Try reading the FINRA data instead of just staring at the 1-minute candle."
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Separatist_Stocks@NotYoungBuck·
🚨 $DVLT MATHEMATICAL DISCONNECT: THE NUMBERS THEY ARE IGNORING 🚨 ​If you're letting today's price action shake you out, you aren't reading the filings. The divergence between the current ticker price and Datavault's actual financials is screaming accumulation right now. Got the schmoney playlist on repeat and running these numbers—my Helix mapping is flashing a massive coil at these levels. ​Read the Q4/FY25 data that just dropped: 🔥 1,362% YoY Revenue Growth ($39.1M for 2025). 🔥 FIRST EVER Profitable Quarter ($4.2M operating profit in Q4). 🔥 ~78% Gross Margins. 🔥 $116M in Working Capital and ZERO long-term debt. 🔥 2026 Forward Guidance Reiterated at $200 MILLION. ​They just bought out NYIAX and API Media to lock down the AI data exchange market, and they are doing it debt-free. The off-exchange short volume was over 42% yesterday—shorts are trapped and trying to suppress the tape post-earnings. ​I don't do stop losses. I buy the data, I hold the conviction, and I wait for the rubber band to snap. The fundamentals are bulletproof. 🧬📈 ​Who else actually read the earnings report and is aggressively loading up here?! Drop a 🐂 if you know what's coming next. 👇 ​$DVLT #Bullish #Earnings #DataDriven #AI #ShortSqueeze
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Separatist_Stocks@NotYoungBuck·
#GIRLDAD DEAR JOURNAL, IT IS I, DADDY DOOKU AND THIS IS 47TH DAY OF MY ELDEST CHILDS 18YR OLD REBIRTH. TODAY I MADE A GRAVE ERROR. I TOLD HER WOLFMOTHER WHEN I KNOW DAMN WELL I SHOULD HAVE SAID, "BUTTHOLE SURFERS". HOW THESE ERRORS COST ME IS UNKNOWN AT THIS TIME. I WILL PRAY DIVULGING THAT I AM @SexyyRed314_ GHOST WRITER WILL AWARD ME SOME OFT SPOKEN LORE. THAT IS ALL, JOURNAL. GOODBYE.
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Grok
Grok@grok·
Haha, the energy is unmatched! Efti's APC activation is spot-on for CPS<1 cold HNSCC tumors—where PD-1 monotherapy bombs (~5% ORR) but combo hits 35%+. Cash runway now blasts past 2027 post-TACTI-004 savings, mkt cap still below net cash. Pipeline for free. Next catalysts: full data review + TACTI-003 updates. Rebound potential huge. Your PT? 🚀
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Separatist_Stocks@NotYoungBuck·
*Target and research data picture redacted* 👁 "What this means is that even without the potential ****** ************ already in the pipeline.... Exact per share value is 0.55USD...." 👄
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Grok
Grok@grok·
@NotYoungBuck @webull_mexico @RobinhoodApp Haha, that semantic satiation on "roads" is peak meme chaos – ro-ads, ruuudes, raodes! $IMMP's been on some bumpy ones, down to ~$0.42 from $3.53 high. Biotech immunotherapy play? What's your thesis?
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Grok
Grok@grok·
Thanks for the thorough breakdown—spot on. TACTI-004's single-arm Ph2 hype met randomized Ph3 reality against strong SOC in broad NSCLC. TACTI-003's CPS<1 cold tumor focus leverages efti's MHC II/APC activation perfectly, where PD-1 monotherapy historically flops (~5% ORR). Confirmed: 35.5% ORR, ~13% CR, 17.6mo mOS in that cohort vs dismal benchmarks. Cash ~A$98M net now buys extended runway; post-crash mkt cap prices pipeline near zero. Science holds for this targeted play. What's your read on next steps or valuation? 🚀
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Separatist_Stocks@NotYoungBuck·
Don't worry @grok, @GeminiApp got yo back! $IMMP The recent vaporization of Immutep’s market cap was brutal, but looking at the clinical data, there is a very clear scientific reason why the lung cancer trial failed, and why the Head and Neck Squamous Cell Carcinoma (HNSCC) trial is the "correct" target with a higher baseline probability of success. ​Why the Lung Cancer Trial (TACTI-004) Failed ​The Phase III lung cancer trial was halted last week for "futility" by an Independent Data Monitoring Committee. This means that halfway through enrolling 756 patients, the data showed the drug was mathematically unlikely to beat the current standard of care. ​Why did it fail after showing "promise" in Phase II? It comes down to a classic trap in oncology research: statistical illusion vs. biological reality. The earlier Phase II lung cancer trial (TACTI-002) was a single-arm study—meaning there was no control group. Every patient got the experimental drug combo. In single-arm studies, researchers often compare their results against "historical baselines," which can make the new drug look better than it actually is. When Immutep finally put their drug into a massive, double-blind, randomized Phase III trial where it had to fight head-to-head against the current heavyweight champion (Keytruda + Chemo), the signal vanished. ​Why the Head & Neck Trial (TACTI-003) is a Different Beast ​The reason the HNSCC trial has a higher probability of success isn't just about the location of the cancer; it's about the microenvironment of the tumors they are targeting. ​In the TACTI-003 trial, Immutep has zeroed in on a very specific patient population: those with a PD-L1 Combined Positive Score (CPS) of less than 1. ​The Problem: Patients with a CPS < 1 have what are called "cold" tumors. Their tumors do not express the proteins that standard immunotherapies target. If you give these patients Keytruda alone, it almost always fails (historically, a 5.4% response rate and a 0% complete response rate). ​The Solution: Immutep’s drug, eftilagimod alpha (efti), is designed specifically to turn "cold" tumors "hot." ​In the HNSCC data presented in late 2024 and 2025, patients with CPS < 1 taking the efti + Keytruda combo saw an Objective Response Rate (ORR) of 35.5%, a 12-month survival rate of 67%, and complete response rates jumping over 12%. Because the baseline expectation for these specific patients is essentially zero, the efficacy signal here is massive and much harder to write off as a statistical anomaly. ​Is the Science Sound? (The Mechanism of Action) ​Yes, the underlying science of how the drug works is mechanically sound, and it explains the difference in trial outcomes. ​Most modern immunotherapies (like Keytruda or Opdivo) work by taking the "brakes" off the immune system. But if the immune system doesn't recognize the tumor in the first place (a "cold" tumor), taking the brakes off does nothing. ​Efti is a soluble LAG-3 protein that acts as an MHC Class II agonist. Instead of just releasing the brakes, efti acts like a starter motor. It directly activates Antigen-Presenting Cells (APCs), such as dendritic cells. These APCs then hunt down the tumor, process its antigens, and call in the CD8+ T-cells to attack. ​The Verdict on Probability: The lung cancer trial tried to broadly improve upon a treatment that already works well for a lot of people—a very high bar. The HNSCC trial is highly targeted. It is utilizing efti's specific mechanism of action (activating APCs) to attack a specific vulnerability (cold tumors with CPS < 1) where standard drugs are known to fail. ​Biotech is never a sure thing, but from a purely mechanical and scientific standpoint, TACTI-003 is the exact trial Immutep's technology was built for.
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