BDC

The coverup of the VAERS fraud is worse than the coverup of the Wuhan Lab leak fraud.

$HIMS is adding less revenue YoY. But when the incremental margin is negative 617%, I guess that is good news?

$hims q2 rev guide defies the laws of math! incredible.

@MeghanMcCain r u serious

Can someone who is an expert in this space just keep it real with me and tell me if I should be worried about Hantavirus or not? I've got 3 kids and the youngest is 4 months old, I don't know what to believe.

Fire all of them. Every one. $SNAP @IrenicCap

@SenRandPaul another tweet. zero action. pathetic, tbh

Remember when questioning COVID’s origins made you a “conspiracy theorist?" Fauci dismissed the lab leak theory while signing off on NIH-funded risky research at Wuhan. Renowned scientists were silenced, their careers ruined. Today is DOJ’s last day to charge Fauci.

@zerohedge please stop

Moderna Extends Rally After Two More Cruise Ship Passengers Test Positive For Hantavirus zerohedge.com/markets/modern…

@STOCKTRADER21 havent sold a share

@BlueDuckCap Any update on STIM these shorts are relentless

$EVLV anecdote: Was in Paris last week. Went to a handful of historic sites. Notre Dame Cathedral had Evolv at the entrance. The line moved fast, no issue at all. Breezed on through - easy and pleasant. Nextdoor, Sainte-Chappelle used old school metal detection, like an airport. 20 minute line. Annoying. Boring to wait. Friction-filled and unpleasant! Two conclusions: 1. $EVLV is going global. 2. $EVLV is far and away the best solution for site patrons and venues looking to maximize safety and security while keeping lines moving and making the entire experience a pleasure.

$STIM is the best way to play psychedelics. They have a significant partnership with $CMPS and just said on their earnings call they expect to uniquely benefit from the rollout of any psychedelic drug, consistent with this recent Bloomberg feature. Doesn’t hurt that the stock has 4x upside according to recent activist letter.

In an interview, $SNAP Board member Poppy Thorpe highlighted that she is not an investor and this somehow gives her an advantage on the Board. This raises serious questions as to how the Board evaluated her qualifications and expertise to serve on the compensation and audit committees.

@BoxLongs done a fair amount of work on it. massive SI % just as fundies about to get better. IMHO.

@BlueDuckCap that thing looks like a $4-6 er next stop. light face rip

$AIRS squeeze happening now...and we think the business has troughed. Mgmt will be at multiple conferences post Q1. A lot to like for the bull camp.

Whoa. Bberg feature on J&J blockbuster Spravato. $STIM (Greenbrook) is the single largest branded clinic network supporting Spravato in the country. 40% short interest.... bloomberg.com/features/2026-…

$MRNA Q1 revenue beat entirely driven by sell IN to international governments/timing. Actual patient demand remains a disaster. Still burned $600mn despite the 1x sell in to UK (corrupt/bribed?) officials. Doesn't include the cash outlay for settling with Roivant which will be another $950mn of burn in Q3. Massive implied Q2 guide down -> just $50-100mn in revs expected in Q2 per 1H guide. Street expected $130mn.

@LightLawli58649 @WarrenPies Another trait, evinced here, is that they can never admit when they are wrong.

@BlueDuckCap @WarrenPies You mean the tariffs which never came? Wasnt a horrible call at all. The same would apply here only if soh would not have been closed or only for a few days.

It's interesting how the people most worried about the SOH/energy crisis are also most skeptical of AI. On the other hand, the most AI-pilled are dismissive of the SOH. It's all a big Rorschach test...

@WarrenPies I think good investors are always worried about something. Nothing is ever certain.

@BlueDuckCap Well, I'm pretty worried about the SOH still. So, I can't throw stones...imv it is much more worrisome than the tariff drama.

@WarrenPies Also 100% of them were tariff doomers at this time last year and zero of them learned from that horrible call.

The SOH doomers have some common traits: 1. They think they are smarter than everyone else 2. The greatly underestimate the thesis of those on the other side of the trade 3. They often have some form of TDS (varying levels of severity) 4. They are the quintessential sound smart but never make money gang.

@JasperRidley agree

So many market participants focused on the next dying biz to squeeze. Meanwhile $AIRS the best squeeze candidate with inflecting fundamentals.