tailrisked

Checking in on this $WOLF

we have to do a group call on $MRAM @bubbleboi. wtf is this space ram doing every day

Pretty telling around the future of warfare. $LASR just launched / rebranded its high-powered directed energy product and named it HADES. They already got to 300kW+ under HELSI-1, and now seem to have HELSI-2 in the bag (1mW class lasers). Similar to how I came across $LITE early on (recognizing a best-in-class component provider with exponential demand ahead), I think nLight is in a good position to tackle what the DoW clearly wants to sell to Gulf countries and for internal use. Seems like $AVAV and Exail are buyers from nLight as well. Need to do more work on how much Northrop / Lockheed compete directly vs also purchase from nLight.

Six months ago AMT-130 was a regulatory story. This morning's chapter: Marty Makary has resigned. The personnel cycle is moving. The structural question is whether the FDA's posture on external-control evidence and accelerated approval shifts with it. That gets answered at the Type B meeting. $QURE #AMT130 politico.com/news/2026/05/1…

Seems like its time to give huntington's patients the opportunity to try new and promising treatments. $QURE

Burnham-Backing Labour MP: “The Markets Will Have to Fall in Line” I love how British Politicians think they can compel global interest rates with their will.

@bubbleboi Just following your lead good sir. Keep up the semis work.

@tailrisked Lmao David lynch fan managing money? I know those returns are off the chain.

People keep asking me like to post my stock picks or what I think is going to happen to memory, logic, flash, optics etc. Well good news now is your chance to find out !!! I will now be charging people 20% of all profits I make for them as well as taking a 2% of the assets as a management fee. This way I am incentivized to be correct as i only make money when you do !!!

Regarding $HIMS print - top line guide raise good, EBITDA guide ehhh (doesn't really matter if that just means they're spending more on ads ahead of testosterone / peptide launch). Street knows that branded GLP-1 mix from compounded going to hit their margins ... what matters is whether Andrew can properly scale hormones and peptides. That is why the stock will go up 50% from here.

@based16z can you please start bidding Hims AH now sir make it go up we don’t want another SNAP

Yeah just saying I would rather just have the 2.5/5mg in my fridge every month and fine paying 500 for it and know it’s safe and approved. But I’m excited for Reta to come out as well (prefer the OG name GGG). Eloralintide (amylin) and potentially the Wave siRNA drug also will be sweet for biohacker types.

@tailrisked Maybe. But rare for most of us to have tried tirz or bothered going through primary care channel. Subset is already guys already in decent shape and glucagon factor might be placebo but who knows

Many such cases. I am not long LLY or an influencer getting paid to promote this shit. It’s just so goddam effective you want to tell the whole world.

@Umbisam MADE IN AMERICAN SILICON CARBIDE SUBSTRATES

$WOLF 👇

My favorite midwit friend: “Looking at these compelling put spreads on NQ 1 month out. Iran war de escalation priced in so it’s good r/r” Market:

@bubbleboi We have reshoring, positive intel newsflow, people realizing they’re offsides on AI, and continued memory shortages.

Good feeling about Monday.

@PurpleDrink_LLC Where is @AndurandPierre

So excited for the oiltards spontaneous orgasms over the 8th lower high in 2 months tonight

@BryzonX What about entegris ?

I been saying $Q was a matter of national security to onshore manufacturing & supply chains for the semiconductor industry The administration has been clear about this since day one Trump has a $12B insurance called “Project Vault” a strategic critical minerals reserve This allows Qnity to access materials at a fixed price in the case of any geopolitical events like we’re currently seeing These materials include some of the most important materials across the semi industry such as EUV Photoresists, CMP slurries, and high purity copper for HBM In the past, China would flood the market with cheap minerals to bankrupt U.S. competitors but this isn’t the case anymore The new super facility in Newark, DE will be the #1 sovereign materials hub for all US fabs

@magicsilicon Bullish $MU $INTC $MCHP $MRAM obviously

What does this mean for silicon? 🤔

Remember what the “experts” were saying a month back? Oil $200? Where’s @AndurandPierre?

USA / China trade deal about to look like this @insane_analyst