Natu

My favorite stock to buy heading into 2026 is Insight Molecular Diagnostics $IMDX 🧬🧪. If you're looking for more information about the opportunity, my pitch is below:

@AbdullaBinAmran I believe it will go up

@Psych_Bags Is the news of Imdx positive and will it go up or fall?

YES YES YES!!!

@a1b1c67eudhhd Full impairment of Determa is a surprise. They had them in the raise deck from February

@Psych_Bags :)

$KLS.to's long winter weakness has been surprising to me. ER should be any day now, and while I don't expect every Q from here to be in the black, they're on the right path and putting their money where their mouths are with a slurry on insider buys

I hope they can detail that this software is organ-agnostic like the underlying test, but otherwise all systems appear to be go. The recent conferences and sooner-than-expected transplant center engagement, and critically beating $DVYSR to market as they just reiterated 2028

Partnering with $DGX for the LDT, financing at $5.75 without major BW involvement compared to $2 a year ago, hiring ex- $GH & $NTRA medical affairs chief and marketers, ISO 13485 from TUV SUD for MFG & scale. All incredible and materially relevant news in just 4 months

It's possible $IMDX parlays the earnings report with submission announcement, but I think it's unlikely since the SW/QC has been such a blindside since last year's rhetoric

@a1b1c67eudhhd Just according to keikaku...

@Psych_Bags That means Friday will be amazing and $IMDX will fly trust me

Cashed out of CMPD for now. Too early? Absolutely. Just paranoid about a KLYG-esq move that similar market caps can do, and I expect a large dip buying situation with IMDX on Friday

@ghill37g @ZeeContrarian1 When you think of who has glasses, do any stereotypes come to mind?

@ZeeContrarian1 Why is the company business mostly in China? Who performs the procedure in the US.

$STAA might be the closest setup I’ve seen to $ZIM. The stock currently trades at $17.55 after not too long ago rejecting a $30.75 buyout offer-meaning that is what real industry juggernaut think it’s worth-at cycle low. The stock trades at cycle lows while clueless analysts covering it, just like those who covered $ZIM, focus on the current situation rather than the sum of the parts or what its main asset is worth to competitors. Meanwhile, an industry juggernaut tried to acquire the company at a 60% premium to the current market price and was rejected by large shareholders who believe it is worth much more. Broadwood, a major holder, has indicated there could be additional interest if a proper process is run. This is a company with a unique asset and a real moat that someone will always want to buy. At these levels, the stock looks like a gift. If a deal happens at a better point in the cycle, I think $35 to $40 per share is realistic over the next couple of years. Patience required. Timing uncertain. But the asymmetry is Portfolio allocation increased to 8%.

@TrentBlair19 For scuttlebutt, I'm a patient of theirs and have had nothing but good experiences with the team across multiple sites. Chains typically are akin to pressuring for fillings to boost margins, but not them. Google reviews are true to their ratings

I bought $PARK Dental practice rollup trading at 3x EBITDA. New IPO so share lockup ends in June.

Fintwitters that call buying a stock "underwriting" are larpers

@CCM_Brett These were posted after the sale to CSI, so at first glance I thought it was AirWis trying to "rebuild" with a potential new fleet and keep the scheme going. To @gus_finknottle's point though, it could just be CSI that opted to expand ops & maintain the WI hangers and offices

@Psych_Bags ?

$HRBR is the gift that keeps on giving

@ZeeContrarian1 Love to see the $STAA conviction! I think the worst is behind them, too, but I'm waiting one more quarter to see how the distributers are doing before sizing over double-digits. The domestic growth is great to see (pun intended 😁)

Thursday moves: Closed $QQQ March 620(B 1) - 580 (S 3) put ratio spreads that were used as a hedge - contributed 7% to the portfolio over the past month! Replaced with $610 (B 1) – $568 (S 3) spreads for April. Started a position in $STAA and increased it to 10% of the portfolio. I believe it will be sold within the next two years for well north of the $30 per share recently offered by $ALC, which was rejected. New position: $BABA 5% at 125 New position: $NVDA 5% at 178 Small increase in position: $MDWD

Help me, iMDx. You're my only hope.

Will I regret not scaling back this past month after "knowing" about this implied from the PR? Probably, but I cope by knowing I won't be hit with short-term tax treatment

You can tell $IMDX is trying to do everything they can to have that submission in before the call. Otherwise why not set a release date since we're halfway through March already? Whatever that SW is, it must've been recommended by the FDA for the quickest de-novo turnaround

$ALC you get what you deserve

Oh Natu you sweet summer child. I've chopped two core positions this month, so now only NLH.v and IMDX are double-digit weights. Writing's on the wall that iMDx will have to formally delay, too... Sentiment's a hellavu drug