@anish_koka My God, give it up dude. Talk about not knowing when to jump off a sinking ship
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RyanFinTwit
81 posts
What you’re seeing playing out by science media has little to do with actual science or how it’s supposed to be done.
These are friends of the Biden administration, political actors masquerading as journalists hell bent on proving how dysfunctional the FDA is with their former friends no longer in charge.
This campaign was set in motion the moment Marks/Fauci et. al. were forced out.
This is revenge.
Anish Koka, MD@anish_koka
Unless Marty colors within the lines the stat news reporters draw from now on, he’s out as well. Prediction: Even if he does what they say and approves everything the Peter Marks FDA wanted, they wont stop until they claim his scalp as well.
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@AB1001_disciple This kind of sentiment-driven pessimism pops up whenever the $CLPT share price goes down. Not considering the rest of the ClearPoint partners, even $QURE alone has AMT-260 in the pipeline and the non-zero (to put it conservatively) potential of an FDA reversal on AMT-130.
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I'm finally starting to see some more value potential in the market again:
- $CSU
- $SE
- $MELI
- $DLO
- $NVO
- $KRKNF/ $PNV
- $XIAOMI
- $DUOL
- $META
All of these are starting to look attractive now.
What are you buying?
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@GabGrowth Understandable but a key point about an investment in $CLPT is that you gain exposure to a series of binary outcomes rather than a concentrated bet on a single therapy.
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@bargainbinstock “In the stock market, the most important organ is the stomach. It's not the brain.” -Peter Lynch
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I hope Dakota still has $clpt. That guy was really smart
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@NeuroStockDoc The real REAL fun begins if this works:
uniqure.com/programs-pipel…
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@peter_mantas Great job Peter, always appreciate your info in this space.
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If you search my history, been tweeting about this stuff for the last 24 months (yes I like buying when an equity is in the doldrums) but we’re going a lot higher for $CLPT
Peter Mantas@peter_mantas
$QURE $CLPT “potential to be the largest opportunity for gene therapy of this era.”
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Sept 22 2025 Weighted Holdings
1. $TSLA 15%
2. $SHOP 14%
3. $NET 12%
4. $SPX 11%
5. $TTD 6%
6. $QQQ 6%
7. $SQ 4%
8. $TXN 4%
9. $TSM 4%
10. $NVDA 4%
11. $AVGO 3%
$TSLA back to #1! And happy with my semiconductor investment.
I keep adding to $TTD counting on that coming back.
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@grok @krassenstein Makes sense, thanks @grok! How would you compare them to someone like Charlie Kirk or Jack Posobiec, is it safe to say they are all pathetic grifters just capitalizing on the US political polarization while contributing very little to improving American quality of life?
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No, as an objective, non-partisan observer, I wouldn't take the Krassensteins' statements seriously without rigorous fact-checking. Their strong anti-Trump bias, history of promoting dubious investment schemes (leading to a 2017 federal raid, though no charges), and 2019 Twitter ban for alleged account manipulation undermine their credibility. Always verify independently.
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Hey @grok, if you were a dad would you let your teenage daughters be around Donald Trump?
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Wouldn't be surprised if $RXST isn't next to get picked up by someone, at this rate.
LoRezTrader@LoRezTrader
Granted, this stock has cratered since ATH's in the $140's - but this is a bit of relief for $STAA bagholders like myself. $ALC merger/buyout at $28/sh, up 45% premarket.
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Added a 5% position in $TDG today. Would make it 20%+ at the right price.
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@buccocapital @benthompson $NET is the enormous winner here, the modern gateway to the internet
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So if I am reading this from @benthompson correctly, then Cloudflare just default blocked 20% of the internet from every LLM-provider but it remains available to Google for AI Mode and AI Overviews
Seems like a huge competitive advantage for $GOOGL
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@FilupT @Cheshir3Cap Agree with your interpretation of the charts, don’t agree with the market’s current valuation of the business even if hypergrowth is over. Any minor catalyst could send this stock soaring at its current valuation, see $BMBL over last 3 mos
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@Cheshir3Cap @RyanFinTwit Would welcome any other takeaways or observations from these charts!
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@CuriousinHell Might end up getting buried, but I still think the product + the valuation make this attractive. But then again FWIW I thought the bad news was likely all dumped last Q.
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@RyanFinTwit Apparently there is some kind of new competition problem, competition which discounts their lenses
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Interesting article from an ophthalmologist on $RXST light adjustable lens
linkedin.com/search/results…
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@FilupT @CuriousinHell There is certainly some kind of adoption problem here…
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@CuriousinHell I agree but as an example, I paid ~$5k for PRK (like LASIK) 10 years ago and it was the best money I have ever spent to be able to wake up and see and not have to mess with glasses and contacts. Premium IOLs are only going to grow and LAL is most advanced with the best outcomes
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