Taylan

$crwv and $iren earnings clearly showed that $nbis is the best company both financially and technologically in this group. Idiots and algos sell in sympathy to those stocks will regret as usual. Those idiots never learn.

@mathlonning I think it was on us, to expect a flawless quarter when we already know they are investing heavily for the future. Disappointing but not the end of the world. If we want growth we have to deal with those kind of unexpected quarter. I am optimistic as well for the future.

$TMDX earnings commentary Q1 26 Results were disappointing. Stock deserves to be down. I don’t think it should be down this much, but opportunity cost is the main issue. There are so many other stocks appreciating insane amounts, that is begs the question of whether it is worth or not have cash tied up in $TMDX. Revenue came in at 173.9m, significant below my estimates and roughly in line with the street numbers. My estimates included revenue from ENHANCE heart trials. That was not realized. Which makes me feel a lot better about these numbers. Without any trial revenue, I think these are solid results. Trial revenue has been postponed by a quarter or two and the stock should take a hit due to the fact money now is better than money later. Liver revenue growth came in at 27.7% YoY. While DCD cases grew ~35%. Waleed claimed $TMDX market share was slightly up/constant, they don’t give out exact case numbers, but rev correlation to case growth is not 1:1 this was my largest concern and it the company appears to be okay. Heart/lung depend on trials. Heart was up 3% YoY and lung is still not significant. 2H growth in heart will need to come through in order for them to meet their guidance. Gross margins and operating margins took a hit. NOT BECAUSE OF JET FUEL COSTS, but because of R&D and trial spending. R&D cost of CHOPS device + kidney device + ocs trials + ocs gen 3.0 These investments are needed. Gerardo expects gross margin to rebound slightly from 58% but they should stay under 60% for the year. Kidney OCS is needed for $TMDX lofty goals and they seem to be on track to release the device sometime in 2027, after trials. Diluted share count was down ~10% QoQ so that’s encouraging if they can limit future dilution. Overall this is not a blowout quarter. Though the long term thesis remains clear. It has always required execution, and trials do seem to be behind scheduled as competitors refused to collaborate. If they can get trials going, they’ll be just fine.

Yeah a bullshit report but massive overreaction. The increase in expenses would be a one or two time event so I expect this is the lowest point for the stock. $tmdx

I feel like $tmdx is priced for perfection in the opposite sense. So any earnings beat can cause the stock to explode. Curiously waiting for earnings.

Ath baby. Let's gooooo!!! $nbis

@B__Digs Yeah I was in during that tenure as well

@TaylanNasdaq It went on for months during the 75-100 range consolidation.

I don't get this premarket pump and dump. Every single day this happens. $nbis

@hotboxmusic This is the most manipulated shit I have ever seen. This is not price action this is pure manipulation and every single day.

$nbis 146 to 141 in 2 min wow

@flexiroam Hello,the app is not working at all, also the website is not working. I am not able to purchase anything. Please fix the app

Arriving in a new city at night just hits different. Something about it.

Sene sonu 200 dolarda buluşuruz. Biz çok satışlar gördük böyle. İnanç yüksek, volatilite fırsat. $nbis

Idiots sell $nbis for no reason. Those idiots never learn.

$tmdx I told you, I bought the dips. In fact the oil prices doesn't affect the company at all due to pass through mechanisms but the market just wanted to do the easy thing, being a panican.. This thing easily goes to 150$

Önümüzdeki bir iki hafta vasat geçmeye aday. Tga artıyor zaten 2 gündür, kaçınılmaz son yüksek betalarda sert satışlar.

Treasury General Account is draining at a fast pace. According to Chatgpt April 15 is the date to watch for since due to tax payments Tga can start rising and liquidity starts shrinking. Recent sharp movements at high beta names can be attributed to Tga draining. Watch Tga!

Nasıl yapay zeka temasında doğru at $tsm dediysem, cloud depolama temasında da doğru at $nbis'ti. $Nbis Türkiye de dahil en büyük pozisyonum ve bu kadar acıya değmeye başladı. Bu kadar volatiliteye dayandıysam, herhalde bu piyasalarda benim psikolojimi hiçbir şey yıkamaz.

Portfolio record breaking up %9.3 today. I don't own $qqq because my high beta portfolio is already a $qqq. Steel bleeding but at least today gave us a breather. I am nowhere satisfied.

@DeItaone Thank you Mr. Obvious

DIMON: MARKETS WILL BE CONCERNED UNTIL IRAN WAR IS OVER

Generational buying opportunities for lots of stocks. I will be buying $Nbis $tsm and $axp. We will suffer because of the war and lose some time but in 1 year buying those dips will be a life changer.

$tmdx the disrespect is real. Buying every dip like there is no tomorrow. Some parties trying their best to manipulate the stock price. This is not price action this is pure manipulation at this point. Zero reason for this sell off.

Again illogical selling pressure on $Nbis and $tmdx. Those idiots never learn. How can one sell $tmdx while oil is down %10. Pure idiots.