$PYPL
So they will make probably $5.50 or so for the entire year. I would have guessed $6 but the jury is still out.
Either way the valuation would still be conservative at a price of $80+
$NVAX Shah added 286,317 Shares to his holdings, holds 14,845,097 shares or 9.11% of Novavax.
* No Proxy Fight
* Will vote against Executive Compensations
* Reduction of BODs to 5 from 8
* Asks for Share Buybacks (10-20M shares)
* 30% reduction of Executive team
MCRs are distributed energy storage nodes that integrate into the grid rather than just charging. $MAAS $ONDS $SPRT $SNDK. How do you see these nodes impacting grid stability?
$MAAS has released its MCR whitepaper, highlighting that it is designed to complement rather than replace traditional charging systems. What are your thoughts on this new integration?
$MAAS Key takeaway: MCR acts as distributed storage and a VPP node. This unlocks a second revenue engine beyond charging. What do you think about this dual model?
$MAAS just released its MCR whitepaper. This marks a shift from cars finding chargers to chargers finding cars, turning mobile energy nodes into reality. What do you think of this shift?
$ONDS options price an 8.75% move for March 27, well under the 12.62% historical average. Volatility is ignored despite recent 19.06% and 25.07% swings. Do you expect a bigger move?
$ASTS isn't building Bluebirds to stay grounded or signing MOUs to waste time. They are on the cusp of becoming a global giant by connecting the world. After 4 years, the goal is near. Do you agree?
$NWBO investor with 3.1M shares here. It is concerning that the MAA process is taking so long while the stock price drops and dilution continues. Is management doing enough to reassure us?
$MAAS is rethinking energy delivery through AI forecasting, dynamic dispatch, and mobile charging working in sync. That is where the long-term value lies. What do you think of this approach?
I have 3.1M shares of $NWBO and remain bullish, but the MAA delay is deeply concerning. Management's silence and ongoing dilution while the price drops is scary. What are your thoughts on this?
Selling $ONDS while drone demand peaks is surprising. With price targets at 25 and revenue expected to reach 375M, this ramp looks incredible. Profitability may even arrive before 2028. Do you think they hit targets early?
$BCRX has put us through a lot, but what’s coming is rightfully ours. The Astria buyout makes this a prime takeover target as navenibart nears revenue generation. I’m betting on $22.75. Do you agree?
Novo's CagriSema failed against tirzepatide, proving dual GLP-1/GIP agonists win. $VKTX VK2735 uses this winning mechanism with Phase 3 trials and $706M cash. Will the shorts survive Q3?
$NWBO Not only are cancer patients dying but so are advocates for NWBO. How many more will die before approval. Doesn’t look like MHRA cares because they have one more box to check because someone didn’t cross a T.
$ASTS (weekly) – gently dipped to our buy zone at $81 and bounced right away. Slowly grinding toward $130 in the weeks ahead, aiming to turn that higher low into a fresh higher high.
$TTD thesis validated, growth renewed, great opportunity to go back to previous multiples. Ads are not slowing down considering the untapped potential of AI consumers! Hopefully TTD can have a big slice of the pie
$MAAS The Huazhi acquisition is about vertical integration.
Compute → Algorithms → Hardware → Scenario services.
If MAAS executes, it will control the entire stack.
That’s exactly how companies like $NVDA and $PLTR built durable ecosystems.