Diana foltz

@crypto_biotech interesting, thanks.

$ARDX + $UNCY could be a smart strategic fit in #CKD hyperphosphatemia. Ardelyx already has commercial infrastructure and a proven sales force targeting nephrologists + large dialysis organizations with XPHOZAH (tenapanor). Unicycive’s OLC is a next-gen lanthanum binder with strong potential for lower pill burden. Preclinical data already shows synergistic phosphate reduction when OLC + tenapanor are used together AND better than either alone. That’s exactly the kind of combo play that could strengthen Ardelyx’s position as they scale XPHOZAH while adding a differentiated binder. With Raab sitting on solid cash (he doesn’t need an ATM whether he knows it or not), growing revenue from IBSRELA + XPHOZAH, and UNCY at a much smaller market cap (~$220M) heading into its June 29 PDUFA, an acquisition would give Ardelyx immediate portfolio expansion and commercial leverage in the same call points. Changes the CMS gambit? Not saying it’s happening, but the pieces line up unusually well. Biotech M&A often rewards exactly this kind of mechanism + customer overlap.

@crypto_biotech Swell of you to repost this here! Your comments ar3 really helpful.

$ARDX Summary of Key Points from the Post Ibsrela (tenapanor for IBS-C):🧐 • TRx (total prescriptions): New record on a 4-week basis.😎 • NRx (new prescriptions): Strongest since the anomalous last two weeks of 2025.💪 • RRx (refill prescriptions): New record.😎 • Total Patients (4-week sum): Still impacted by holiday effects; not yet a record.🤔 • Institutional channel: Accelerated growth noted; however, these shipments are reported monthly, so they are not fully reflected in weekly retail script data yet. He flags this as a reason for caution but also as a source of potential upside. 📈 🔥M-Of_E paints a constructively bullish picture of underlying demand for both products heading into the back half of Q2 2026. 👏🏻👏🏻👏🏻 ✅Record or near-record TRx/RRx/NRx trends, combined with institutional acceleration and new patient growth, align with (and potentially de-risk) Ardelyx’s 2026 guidance and longer-term ambitions for Ibsrela. 🇺🇸 The caveats are standard and well-articulated; the specialty/institutional channel dynamics actually appear to be a net positive that traditional script data may understate. For investors or traders following Ardelyx closely, this granular update is useful for tracking commercial momentum between earnings. It supports a thesis of continued execution and potential for beats/raises if trends hold, while reminding everyone that weekly data is noisy and best viewed in context with monthly institutional figures and actual revenue pull-through.

@mvcinvesting Congratulations!! Your reports and interviews about NBIS have meant a lot to me. Big thanks!

Exactly one year ago, I launched my newsletter. It’s hard to put into words how I feel right now. Starting this was one of the most life-changing decisions I’ve ever made. Thank you to everyone who’s been part of this journey. More to come! 🙌🏻

@elonmusk The act requires FEDERAL photo I.D. such as passport and proof of citizenship—birth certificate. This will remove me, my many friends, family and neighbors from voter eligibility. I have no passport and my birth certificate has my birth name, not my married name.

YES!

@Crazymoments01 thank you!

World’s Most Incredible Birds That Build Massive Communal Nests

@justfactstruth thank you!

$ARDX If you ask Raab or any large shareholders they will tell you that when TDAPA ends 12/31/26, it becomes a massive tailwind for 2027 and beyond Xphoxah revenues. This is the main reason they have reiterated their greater than $750mm peak revs. Stock is cheap on Ibsrela alone! Cheaper when u factor in Xphozah upside! Stupid cheap on CIC which is an easy straightforward lift! And downright dumb when you think about RDX 531 and all the use cases! Check this out and tell me what the "upside" is ardelyx.com/science/pipeli…

@elonmuskelry really? i did.

@mvcinvesting This is a fantastic interview! Thank you very very much for doing it and sharing it.

📽️ Here's my FULL INTERVIEW with Roman Chernin, Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach, as well as how the company plans to build a sustainable business model over the long term. Once again, I want to thank the entire team for making this happen, as well as my audience for all your support throughout my journey. Without you, none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube. ⬇️ youtu.be/rBItlf_1Q2U Disclaimer: As of recording, M. V. Cunha holds a position in Nebius Group at $25.67/share.

@elonmusknews30 All the best to you. 👍🏼

@BoxLongs @WolfpackReports

@WolfpackReports pictures dont lie

We have reinitiated our short in $METC because we think its rare earth project, the Brook Mine, is a hoax. Our drone footage shows the Mine’s “grand opening” was a sham, with virtually no activity since the staged event. We spoke with 15 experts in rare earths mining and not one thought it was economically viable. Experts called METC’s promotion of the Brook Mine a “pump and dump, “modern day fraud”, “shit show”, and “science project.” We think its economic assessment is bullshit, based on manipulated market data for its biggest ticket item—scandium oxide.

@mvcinvesting nicely said!

If volatility shakes your conviction, it’s not conviction, it’s hope. Hope is not a strategy.

@mvcinvesting Thanks very much!

Roman Chernin, CBO and co-founder of $NBIS, just published an article in Forbes titled “The Hidden Advantage of Integrated AI Infrastructure.” It’s a perfect breakdown of why $NBIS stands out from competitors. I highly recommend reading the full piece, but here’s a summary: 🧐 AI is evolving fast, and the infrastructure behind it must evolve too. Simply adding more GPUs and data centers isn’t enough. True efficiency comes from integration across hardware, software, and operations: a full-stack, AI-native approach. "It's software built to use less power and reduce costs. Storage systems that can handle the large datasets AI requires. Data centers designed around specific hardware and AI processing needs. Layers designed to work together from the start, rather than integrated at a later stage." Roman explains that companies controlling their entire stack gain long-term advantages in cost, flexibility, and speed. When data centers, storage, and software are designed together, rather than purchased from different suppliers, every component can be optimized for performance and efficiency. In AI, understanding comes from building. Those who develop across multiple layers, rather than relying solely on vendors, can spot optimization opportunities early and evolve faster. That’s why $NBIS has a deep advantage: its team brings years of experience designing and operating complex cloud systems, having built several data centers from the ground up. That expertise allows the company to optimize every layer of the stack and deliver truly AI-native infrastructure. This is ultimately a battle of economics and operational excellence. Like Formula 1 teams squeezing every drop of performance from their machines, AI infrastructure leaders win by integrating deeply and improving continuously. "It isn’t always the teams with the biggest budgets that win. It is the ones who manage to extract maximum performance from every component such as aerodynamics, power unit optimization, telemetry and data analysis. The same principle applies to vertically integrated AI infrastructure." The first to adapt new hardware, integrate it quickly, and deliver production-ready solutions gain a timing advantage, turning the latest chips into customer value faster than others. Roman’s conclusion says it best: "Those AI infrastructure players that began by renting everything are moving down the supply chain in order to control more components. They are learning what we have implemented from the start. At the end of the day, if you’re just cabling the boxes or building service on top of the infrastructure you don’t control, you’re limited in the game of scale and efficiency. Controlling the stack lets you shape it into the product form customers actually need. If you control the stack, you control the product, the performance and the economics. Control the economics, you can control your (and your customers’) competitive position." All in all, control is the ultimate moat: Control the stack → control performance → control costs → control your competitive edge.

@mvcinvesting Want to thank you for all the important and vital info you’ve posted on NBIS. It was very helpful to me.

If your “conviction” fades when a stock dips for no reason other than normal volatility, it's not conviction.

@mvcinvesting It’s fantastic!

$RKLB just crossed $60/share for the first time ever. 🔥

@Dbacks @b_pfaadt Great pitching, fabulous game!

Take a bow, Brandon.

@mvcinvesting 🥂

Brand new all-time high for my portfolio today. A pullback might be around the corner, but I’m definitely taking a moment to celebrate. Up 41.9% YTD.

@mvcinvesting thank you

$NBIS is my largest position — and it’s finally starting to catch the attention of more investors. I’ve been talking about it for months, so it's time to condense everything in a detailed thread. Here’s why I believe $NBIS is one of the best opportunities in the market: 👇🏻🧵

@VivekGRamaswamy Thank you.

A big reason why prescription drugs cost more in the U.S. than other developed nations is that the U.S. subsidizes innovation, while Europe free-rides on us. Here’s how it works: most life-saving medicines wouldn’t be developed unless U.S payers reimburse to compensate for risk & cost of development. Yet once it’s already approved in the U.S., the company has an incentive to make it available in Europe at a low marginal cost, even though the fixed cost of initial development was high. That’s how Europe arbitrages the U.S. by accessing the same medicines at lower cost. The details actually matter.

@RepBuddyCarter @HouseGOP You have lost a lot of credibility by not following through on the KPA. You also have a habit of not writing back to people who send you letters and who have counted on you. Hopefully you’ll switch some of your focus to the man in the mirror.

Reminder: Every single House Democrat voted against @HouseGOP’s bill that will prevent the largest tax hike in history on hardworking Americans.

@clownworld Congratulations!