Darius

Haveli filing last night showed they purchased another 1m shares on 5/14. Haveli and it's affiliates now own well over 20% of outstanding $BLND shares. CFO Ream is from Haveli, and Board member Sheth is Haveli founder

$BLND largest volume day in over a year, on "no news"

$BLND volume approaching 5x today. nice to see Haveli add another 2 million shares the last few days, wouldnt be surprised to see them adding more again today (big intraday move, was down -16% at one pt). as rates come down later this year this will rip

@adamfeuerstein That hike from TN Valley to Muir Beach, drinks and small bite at Pelican Inn, and back to TN Valley is one of my faves

Muir Beach.

@meremrtl based on price action alone, the fact is that you have been absolutely right the past month.

It is logically incorrect to blame the $NKTR price drop on a "data desert." Since investors already knew there would be a quiet period after the Phase 2 results, that gap in news should already be reflected in the stock price. A real shift in intrinsic value would only occur if the company announced a timeline delay or the need for extra trials. Those events would actually impact the time value of money and increase research costs. The most likely explanation for the decline is that the recent data did not fundamentally change the probability of success for the drug. The initial price jump was likely caused by temporary momentum and market inefficiency. Once investors processed the news, the stock returned to its previous level. Additionally, the company sold a large amount of new stock at $92.00 per share. This created a natural price ceiling and diluted the value of existing shares. So, calling this move a "data desert" is a dishonest way to frame the situation. What do you think?

@JenGriffinFNC Love your work Jennifer. A suggestion if I may to increase engagement: include key insights in your post. Better yet embed videos in your post. Having to click through via an external link is not ideal and (sadly) a lot of folks won't bother clicking through w/o aforementioned

My piece today on the cost of the Iran War so far. foxnews.com/video/63953534…

@sentdefender I am 100% convinced that this account is using AI to post. What sane person would choose that photo from nearly 20 years ago?

Speaking to press outside the White House, U.S. President Donald J. Trump said that Chinese President Xi Jinping will come to the U.S. for a state visit later this year.

@SJosephBurns @grok $22 to $18 in < 2wks ouch

@SJosephBurns @grok 🚩the fact that $EFOR decided to pay to PR the fact insiders bought stock🚩

Hey @grok Which stock has the highest insider buying-to-selling ratio over the last 90 days that almost no financial media is covering?

@TheEXECUTlONER_ 1 word: efficiency. better airflow, less heat absorption, arguably easier to push cold air down (roof) vs up (ground) w/ less ductwork needed

This man is in Phoenix, Arizona visiting his daughter. It is 108* there!🥵 He noticed this unit on top of her house and wondered why it isn’t on the ground like most houses. He asked her and she said that was the way it was when they bought the house. Why would this be on top of the roof? I’ve lived in 5 different states and never seen them on the roof. And notice how big it is, it’s huge! Why would they be on the roof? What’s the reasoning? And 108*? Are people really digging a 108* weather? Could you handle that?

@BauerOutage it probably has a lot to do with your '25 production in Japan: one of the highest ERA among qualified starting pitchers in the Central League @ 4.51 ERA in 2025 was considered particularly poor because NPB was experiencing a "dead-ball era" w/ league-wide avg. ERAs mostly <3.50

Hypothetical: You’re the owner of an MLB team. I offer to take $0 salary and sign a minor league contract and go to Low A. If the “he sucks now” crowd is right and I get lit up, you cut me, lose $0 and there’s no risk to the big league club. If the “clubhouse cancer” crowd is right, you see it immediately at Low A and cut me. You lose $0 and there’s no risk to the big league club. If there’s massive negative PR, which we already know there won’t be, you just cut me and move on. The story is dead in a couple days, you lose $0, and there’s no risk to the big league club. But, assuming none of those things happen, which they obviously wouldn’t, if you like what you see, you can promote me to AA and re evaluate me there. Then AAA. Then the big leagues. If I earn it, which you’d be 100% in control of deciding. If you don’t think I’m good enough, you lose $0 and there’s no risk to the big league club. You could take away my “antics”. You could take away my social media. You could ask anything of me. If I don’t comply, you cut me, lose $0, and there’s no risk to the big league club. What logical reason is there to not do this? At worst, you cut me and there’s no risk to the big league club. At best, you get a Cy Young winner for $0 who you know can still pitch and could help the big league team if and when you see fit.

@MultiMismanaged man do I love a 16 page quarterly report. a little bit surprised that in April they didnt announce another special dividend similar to '25, but possibly they'll go back to back spec. div. like in '24 with both Aug. and Dec.

$MCEM just released a monster Q1. Partially explains the recent share price run-up.

that escalated quickly. +40% out of $CVI, continue to hold $UAN as distributions could exceed $15 this year

$CVI seems to me a great way to play the refining/fertilizer disruption (distributions from $UAN will be strong in Q1). rotated fully out of my $PBF position as it's +90% LTM and although $VLO is best-in-class it's expensive relative to CVR (and lacking fertilizer exposure)

$BLND K.I.S.S - primed to rip for a few reasons: Warsh will push to lower rates. if Iran deal happens inflation concerns will abate. 10-year has a real chance to move sub 4 this year. all of these will drive mortgage volumes

@vanckzhu most likely: the company buying back their own shares. as a shareholder from the $100's I support it

So uh who is buying $mcem today

@UnlearningCFA given your interest in corp. governance, curious your thoughts on their poison pill? it expires this summer August 22nd unless amended, extended

$LXU is flat on the day. Downside was importantly protected, but no upside to be seen. Onto the next one.

Inspired by @AndrewRangeley recent series on governance dark arts, I thought I’d write up a potential spring-load with $LXU. Not as much torque given they’re RSUs, but the timing is very fishy nonetheless. Earnings are tomorrow after the close.

@danban__ my only piece of advice - consider buying Puts if you really want to short something. limits your loss potential. upside is leveraged. obvi timing is critical

@Hypertonx last q $UAN downtime coupled with 3rd party air separator delays really hurt them. q1 "should" be quite solid based on Mark's q4 '25 comments and recent robust pricing with nat gas in check. all depends on amn util. rate >95%

Seems to me $UAN is going to print tonight But keep in mind, their Q1 earnings are based off Dec '25 pricing - so the big distributions are coming in August and Nov I haven't tried to triangulate their exact distribution for Q1 but annualized should easily still be over >10%

@sentdefender Whomever manages @sentdefender baffles me, maybe the account is on AI auto-pilot? I dont understand the point of posting "Trump met with Oil Executives" with no context, no insight etc. This is Unintelligent Monitoring.

U.S. President Donald J. Trump met with oil executives, including Chevron CEO Mike Wirth, at the White House yesterday to discuss the implications of the war with Iran. Per reports, White House Chief of Staff Susie Wiles, Treasury Secretary Scott Bessent, Special Envoy to the Middle East Steve Witkoff and Jared Kushner were also present at the meeting.

@BiotechTV @Replimune @US_FDA great interview as always @bradloncar playing devil's advocate: if the drug works so well, why hasnt an investor(s) stepped up to fund the company?

𝐍𝐞𝐰: @Replimune's Chairman discusses @US_FDA's polarizing decision to not approve the company's melanoma treatment RP1 after a new review. He says they have filed a FOIA request to learn more about FDA's process. Full video: biotechtv.com/post/replimune…