carl ~vol
705 posts
Still holding.
$PALI movin
carl ~vol@Speccap
Phase 1a Findings in Ulcerative Colitis today. HOLD $PALI medium equity for me
English
$PALI
Always struggle here and need a lot of patience!
HODOR@Maximus_Holla
$PALI Pollos Hermanos bit of vol here today!
English
@Biotech2k1 Dont tell me you are selling KYTX. You gotta hold that pos out month.
English
@Maximus_Holla Yeah you never know mentality, alot biotech has held OK tho. But that can be a headache also..
English
done same spot ... not worth the headache and headline to headline thing!
HODOR@Maximus_Holla
small lotto only! cuz we are headline to headline!
English
@mickeychiku If theyre releasing after 4 on friday its possible bad data… We can hope before that
English
$Pali dropped new 10-K on last Friday and for the first time now they are referring directly as Crohn’s Disease (CD).
Please note that CD and FSCD are characteristically different diseases and require different trial designs. However, if drug shows potential in more severe FSCD, chances of working in less severe form CD are very high. So my speculation that P2 will be UC and CD (with FSCD separate cohort) might be true. What do you think? Use your own brain! Not a financial advice. Hope PR soon!
s3.amazonaws.com/sec.irpass.cc/…
Mickeychiku@mickeychiku
$Ovid announced they are expanding indication to infantile spasm which makes sense they are developing safe version of Vigabatrin which works in infantile spasm. I think $Pali could also announce expansion to Crohn’s disease (CD) this month. Best case scenario will be that in FSCD in 14 days we see meaningful reduction from baseline SES-CD and sPRO. We already know it worked in UC. So adding CD makes sense. There could be PIPE too since same funds are involved in Pali too and they had in person meetings last week at Leerink.
English
Funny thing about Twitter… nobody ever loses money here. Only winners.
I always try to post both ways!
I’m currently down about $750K from ATH.
Mainly:
• $320K from $ABVX (when it went down from $150)
• $240K from $QXO (when it went down from $27.61 )
Rest here and there!
Those are still my two biggest positions and I’m holding both.
Could’ve been worse but I cut some speculative names when mentioned cleaning, put on some hedges, and a few other bios held up well and even went higher!
When markets get choppy with macro & geopolitical noise, the goal isn’t to force trades every day.
The goal is to protect capital and control downside.
Survival first. Opportunity comes later.
HODOR@Maximus_Holla
Just hit another $1 million month to date! The market’s been strong, and I’ve been working to capitalize on the momentum. It wasn’t about one name , my biggest winner was $96K, while the biggest loser month to date was $80k (thanks to $OSCR giving back a bit from last month’s gains) while 2nd biggest loser was 18k! Also, I want to say a big thank you for helping me cross 50K followers , truly humbled and grateful. And finally, my motto is always “The more you give, the more you get back.” If you’ve made some gains this month or this year, consider giving a little back to someone in need. It’s one of the best investments you’ll ever make.
English
$WHWK Stock doubled but I did not hold through long enough!
HODOR@Maximus_Holla
$WHWK sellers kinda drying out! way below cash but I don't mind another flush to add more for set and forget!
English
@KamesBink @Redwire You will Get boiled. Alive. His voice was shaking and had multiple language errors under the presentation. Holy shit whatever that means. Good luck.
English
@Redwire As one of your company's most optimistic investors, I feel like I'm about to be boiled alive. Three consecutive financial reports have failed to satisfy the market. Please increase transparency, or communicate more with investors to restore market confidence.
English
2025 was a transformational year, executing on strategic priorities to transform from a pure‑play space provider to an agile, scaled, multi‑domain space and defense tech company.
⬆️ Moved up the value chain with 5 spacecraft platforms + 2 airborne platforms
💫 Continued acceleration in contract awards through Q4
💲 Entered 2026 with record contracted backlog of $411.2M
💪 Bolstered by a strengthened balance sheet and simplified capital structure
❇️ Continue to innovate with excellence
Check out the 4Q earnings highlights
English
Still , Less is more in this market!
out for a walk!
Cheers!
HODOR@Maximus_Holla
Less is more in this market!
English
First, stocks sell off because AI might be a bubble
Then, stocks sell off because AI might be too powerful
Seems paradoxical, but there is a commonality:
Uncertainty
Investors buy into confidence, and sell into uncertainty. And of course, therein lies opportunity
GIF
English
@SpaceInvestor_D These orders are already priced in, old News from last year. Lol what you posting this for ?
English
$RDW
In the last 24 hours, people have uncovered more than $105M in orders for the Vx30 drone from Edge Autonomy, now part of Redwire Defense.
The image below shows orders routed through Atlantic Diving Supply (ADS), that's only one of the many reseller.
ADS is a Tier 1 reseller for the United States Department of Defense. They do not manufacture the drones. They act as the middleman, enabling military units to purchase equipment through pre existing, streamlined contract vehicles.
And this is just scratching the surface. You can spend all day on government procurement websites and find many more similar orders.
Most deliveries are set for 2026.
h/t u/iamatooltoo
English
@Mike10947310 Dynamic markets can stay irrationaL longer than expected. I see this as forward sizing. Look up the CRP sector/sector
English
My ZZ plant, after doing nothing for 2 years, suddenly sent up new shoots and basically doubled in size overnight
This is an easy plant (hard to kill) good for beginners 🌱
Yes I am stuck inside because of negative wind chill 🥶😂
English
@Chimp_Capital Thats the pulpitrock. I once hang off the Cliff there with my hands. Pretty Cool tbh
English
@SpaceInvestor_D Do you neglect that the «eyes» from Redwire cant deliver, or that it is a probability for that ?
English
$RDW / $RKLB / $ASTI
Orbital data centers are coming, and a lot of companies stand to benefit from the trend.
SpaceX just filed a request with the Federal Communications Commission, describing the project as:
"constellation of satellites with unprecedented computing capacity to power advanced artificial intelligence models and the applications that rely on them."
English
$RDW wen gap fill ?
HODOR@Maximus_Holla
$RDW welcome to gap fill Area! nice vol day! 13.6ish Gap fill next!
English