Dirk Hogsucker

If this is true, and done with good regulatory coverage, $HIMS is severely undervalued just based on its distribution capacity

$NTLA Dirk Hasscrap is long and it looks like he recently tripled up his long position. Excellent - this means inverse trade setting up well. I will be aggressively shorting a shit ton more of this trash come January once I significantly shed my ABVX stake due to AUPH VKTX CYTK like pumpers on the name on M&A reducing my margin requirements. 2026 is setting up to a great year for short sellers. I expect major damage coming to stocks given recession already in motion and things unfortunately not getting any better until 2029.

To be clear, I see the appeal of $NKTR as a speculative trade. It feels appropriately priced right now, but could easily support a much higher valuation simply as a pivotal-stage AtD/AA play, with pipeline optionality, regardless of one's view on the actual clinical or commercial reality. Obviously, from a technical standpoint, the chart appears precarious (I would like to see it consolidate around these prices), and this is a company that requires more than approximately $240 million in cash on hand.