Dan Cohen
@biosleuth
Trade biotech and semis | Co-founder of Lumacell (pharmacological activity monitoring for toxicology and companion dx applications)
قد يعجبك
THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS, AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING
BREAKING: 🇨🇳 MOFCOM spokesperson addressing Rare Earth export control and US tariff (details below) 1. Export control is not export ban, civilian use and compliant export applications can be approved. China is exerting control for national security and safeguard world peace 2.…
YOU WERE WARNED
Probably insane, but ive gone delta negative via shorts on $NQ / $QQQ Yall can mock this later when we rally another 10%
Taking Shin Etsu 4063.T long on this, their IP just went up in value dramatically.
🇨🇳CHINA BANS EXPORT OF TECHNOLOGIES AND CARRIERS RELATED TO RARE EARTH MINING, REFINING, METAL SMELTING, MAGNET MANUFACTURING, AND RECYCLING #CHINA #RAREEARTH mktnews.com/flashDetail.ht…
Zero float pump and dumps like $SPRB or $GLTO tend to happen right before things correct.
Probably insane, but ive gone delta negative via shorts on $NQ / $QQQ Yall can mock this later when we rally another 10%
Can't help but think that whoever has a meaningful breakthrough in energy efficient cooling technologies is going to make buckets of money.
AYFKM
Probably insane, but ive gone delta negative via shorts on $NQ / $QQQ Yall can mock this later when we rally another 10%
Trimming a fair amount of $USAR here, will scoop again when things settle down
Turns out when companies have the need to fudge, hide controls and lack dose dependent response you probably shouldn't bet on the blinded phase 3 $MLTX
Loving how $MLTX refused to report placebo response, but im gonna bet it would put them under 40% for the ACR50. Stock has no business being up here.
Upon further review $HSBC looks entirely full of it here, all the quantum plays are crap. Your theme is trash, and wont be viable for a long time, if ever. Good luck
Your friendly reminder that your small cap quantum shitcos like $RGTI $QBTS $IONQ aren't worth your time. If you like the theme, don't cheap out, buy $IBM
Your friendly reminder that your small cap quantum shitcos like $RGTI $QBTS $IONQ aren't worth your time. If you like the theme, don't cheap out, buy $IBM
$QURE data is unambiguously good, they should be able to do 2-3B in revenue fairly conservatively based on the price. Hypothesis around exon 1 is well validated at this point and they have a clear cut lead on this vs the field. Want to see the steroid data which should be better
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