TheFranchute

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TheFranchute

TheFranchute

@the_franchute

The edge is in the process. The freedom is in the Exit. Biotech & tech swing trader | Ex-Investment Banker

South America Katılım Haziran 2024
65 Takip Edilen42 Takipçiler
TheFranchute
TheFranchute@the_franchute·
$CADL -8% before a Ph3 readout: I'm buying. AUA May15 "practice-changing, paradigm-shifting" label Ext follow-up Ph3 prostate cancer: survival curves already diverging Ph2a NSCLC: strong durable responses. Citi raised PoS to 60% $120M+ cash, run2028 no dilution risk BLA Q4 2026
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TheFranchute
TheFranchute@the_franchute·
@spontonic If so, he will say something during the next earnings on May 11. This is the only catalyst before ASCO
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Spontonic
Spontonic@spontonic·
@the_franchute Market may be waiting for ASCO, but that doesn't mean that Velleca will.
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TheFranchute
TheFranchute@the_franchute·
$BDTX locks ASCO 2026 ORAL slot for silevertinib frontline EGFRm NSCLC. 60% ORR, 86% CNS ORR, 91% DCR in non-classical mutations (mature Nov 2025 data). $128M cash, H2 2028 runway, $54M EV for ASCO-ready asset + Servier milestone. $3.35 is absurdly cheap.
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TheFranchute
TheFranchute@the_franchute·
$NVDA compute→ $MU memory → $CEG power→ $MRVL/ $CLS networking→ $ASML advanced nodes→ $ASYS/ $MPWR packaging & power delivery→ $LPK/ $TPE glass substrates & crystal growth. I don't chase the cycle, I own the whole chain. Every new "bottleneck" headline is another green day.
Serenity@aleabitoreddit

Not the best idea to feel FOMO about the new “bottleneck” in every news cycle. It’s going from: $NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $AAOI transceivers -> Advanced Packaging -> Transformers -> $INTC CPUs… etc And next would be stuff like $LPK glass substrates or some random niche material from Japan. Most of these span multi-years. If $LITE is sold out into 2028 and it’s H1 2026. Hyperscalers are buying out anything $AAOI can make. It’s probably good idea to just be patient with your existing positions. Because there’s likely going to be some random green candle that you miss out on chasing the current news cycle.

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TheFranchute
TheFranchute@the_franchute·
@spontonic À biotech is always risky but when i see the clinic, the cap, the cash… the r/r looks so pretty. An easy x3 in a few weeks if results are good
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TheFranchute
TheFranchute@the_franchute·
$BDTX -9% on Zacks Neutral/Hold "wait for PFS data" call. ABSURD dip. The wait is the edge
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TheFranchute
TheFranchute@the_franchute·
FYI $ASYS Q1 FY2026: book-to-bill 1.1x, operating cash flow +43% YoY, gross margins 44.8% vs 38.4% a year ago — while pivoting full speed into AI advanced packaging. Revenue shrinking, margins exploding. That's what a mix shift looks like before liftoff.
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TheFranchute
TheFranchute@the_franchute·
$ASYS's AI infrastructure revenue went from 25% → 30% → 35% of their TPS segment in 3 consecutive quarters. Every. Single. Quarter. Higher. This isn't a trend. It's a freight train. Only 240M market cap... Next earnigns May 7.
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TheFranchute
TheFranchute@the_franchute·
$MOD locked a $180M order from an unnamed "leading AI infrastructure developer." The day that customer gets named — $MSFT, $META, $GOOG, $AMZN — this stock gaps hard. Anonymous contract = hidden upside. Only the 1st one. Power is AI future.
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TheFranchute
TheFranchute@the_franchute·
$MOD data center revenue +78% YoY. $NVDA Nvidia Blackwell racks run at 130kW+ — air cooling is dead. Modine owns the thermal bottleneck: chillers, CDUs, immersion cooling. Every AI cluster built = more $MOD. This is infrastructure, not hype.
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TheFranchute
TheFranchute@the_franchute·
The InP crystal grown by $TPE ends up in $COHR lasers, which ends up in $NVDA CPO switches, which ends up in every major AI datacenter being built right now. PVA TePla is step zero of the entire AI photonic interconnect chain. €800M market cap. Still under the radar.
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TheFranchute
TheFranchute@the_franchute·
$BDTX at $3.09 (-8%%) is absurd. Paying $50M EV (mkt cap $178M - $129M cash) for best-in-class Phase2 silevertinib: 60% ORR, 86% CNS (vs osimertinib 20-60%). ZERO dilution, cash run to 2028. T.Rowe 19%, insiders buy $2.33. Oral ASCO end-May.
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TheFranchute
TheFranchute@the_franchute·
@slapmylovespuds LIDE/glass: "Not if but when the ramp-up begins" by the CEO North Star: 10%+ EBIT margin by 2028. Pivoting to semi/LIDE monopoly. For me $LPK is undervalued as the pivot is the thesis.
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TheFranchute
TheFranchute@the_franchute·
$LPK $LPKF doesn't just talk. Yesterday they confirmed a successful commercial launch of their A2A laser welding tech — 1 year in, industry feedback is positive. This is a company that executes. And LIDE/glass substrates haven't even ramped yet. The best is still ahead.
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TheFranchute
TheFranchute@the_franchute·
He's right: auto/indus/medic is 94% of revenue. Bear case is already in the stock $XFAB down 50% from highs. What isn't priced: XPH90 + TFLN/200mm live with LIGENTEC, photonixFAB active, $870M revenue foundry at €850M cap. Specialty foundry on sale. Photonics stack comes free
KakashiCapital@KakashiCapital_

Lol at the accounts touting $XFAB as a photonics foundry 95% of business is in auto This is a Euro company Now look at how Euro autos are doing... China is eating them alive this is also a mid cap, so cant be scam pumped like the others people are talking of Always verify

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TheFranchute
TheFranchute@the_franchute·
$LPK/ $LPKF is not a meme. Not a story. It's a patented German laser company sitting at the bottleneck of next-gen chip packaging — with sovereign status in Europe and 70-80% global market share in a process nobody has cracked. €350M today. The ramp starts 2027. DYOR. NFA.
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TheFranchute
TheFranchute@the_franchute·
What could go wrong? — Glass sub ramp delayed beyond 2027. — A competitor cracks the process. — Legacy revenue declines faster than LIDE scales. Real risks. I hold anyway. The asymmetry is too good to ignore.
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TheFranchute
TheFranchute@the_franchute·
$LPK $LPKF — The most underrated bottleneck in advanced packaging. Nobody is talking about this at €350M market cap. Let me change that. A thread.
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Keşfet

@spontonic @slapmylovespuds @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA