Real-time coverage of SEC filings. Track market-moving events, insider activity & catalysts before they hit the headlines. https://nitter.gq/t.co/CqUze3H3Oq
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Three filings catching our attention today:
$VST raised and narrowed 2026 guidance while adding another $1.5B share-repurchase authorization.
$FLR reported a record ~$10.9B in quarterly new awards.
$INTT grew Q3 revenue 33.7% as orders reached a quarterly record.
Different sectors, same reason to read the filings.
SECFilings retweeted
Miners and large juniors are showing resilience.
Gold is down 30% and Silver 60%, yet GDX/Gold and GDXJ/Gold are flirting with breakouts from 13-year-long bases.
This is atypical after peaks in metals.
When the bull market resumes, miners and juniors look poised for significant outperformance.
$AIRDF has a busy week in Florida.
Rocket Doctor just launched in its 4th U.S. state with 12+ Florida physicians onboarded, building on ~24M in-network covered lives across CA/NY/MD and entering a state with ~9M Medicare/Medicaid beneficiaries.
Now it’s heading to Homestead-Miami on Sunday, supporting the No. 51 car during NASCAR Championship Weekend.
$TDOC keeps telehealth in the spotlight. $AIRDF is expanding the footprint.
#Telehealth #AIHealthcare
Peptide access is moving toward telehealth and more delivery choices.
$LLY just brought Zepbound + oral Foundayo directly onto $HIMS.
$PNGAF is built around a needle-free-first model: patches, oral and topical formats, plus a 16-therapy U.S. prescription formulary through its 503A platform.
A look at what happens when regulation opens the door.
secfilings.com/news/when-reg…
#NeedleFree #GLP1 #PeptideBoom
🤖 Made with AI
Don’t rebuild the stack. Make the new technology work with what already exists.
$QNT: Fusion Rollup connects 74 networks in one environment — no single-chain bet or patchwork of bridges.
$ADUR: HCT-derived oil was steam-cracked as produced, without hydrotreatment or dilution. Its latest 120-hour NGP campaign pushed that integration story further with real post-consumer plastic waste.
A look at what changes when the waste gets real.
secfilings.com/news/when-the…
🤖 Made with AI
SECFilings retweeted
$LLY & $HIMS STRIKE GLP-1 ACCESS DEAL
Under the agreement, Hims & Hers will offer Lilly's FDA-approved obesity medicines directly through its platform, with self-pay prices starting at:
• Foundayo (oral): $149/month
• Zepbound (injection): $299/month
Eligible patients can complete consultations, receive prescriptions and arrange home delivery without leaving the Hims platform.
Hims & Hers has also committed not to offer compounded copies of Lilly's GLP-1 medicines.
SECFilings retweeted
Inside our Next Generation Process Pilot Plant, where we test our Hydrochemolytic™ Technology on plastic waste. 👉 youtu.be/n1nCl0hrfSg
Our latest campaign ran approximately 120 hours over five days, the longest we have reported and 60% longer than our 75-hour campaign in September. What it showed:
✅ Feedstock moved from controlled polyethylene and polypropylene blends (50:50, then 80:20) to PO95 for approximately 20 hours, then back to 80:20, with no complete process shutdown
✅ PO95 is a post-consumer plastic-waste agglomerate sourced from the Netherlands, containing at least 95% polyolefins, principally polyethylene and polypropylene
✅ Planned interruption tests with each feedstock. Our Operations team restored target operating conditions each time, and backup systems kept the plant running through an unexpected utility power outage
✅ Approximately 85% condensable hydrocarbon yield, in line with the campaign's performance target, with conditions set to evaluate feedstock flexibility, process stability and operating continuity rather than to maximize yield
✅ A representative wastewater sample from PO95 processing will be characterized in detail to inform treatment system design and environmental permitting
This operating experience is informing equipment selection, process controls and procedures for our First-of-a-Kind Plant at @Chemelot, where engineering and permitting are underway.
Full news release: investors.adurocleantech.com…
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #PlasticWaste $ADUR
Different technologies build defensibility in different ways.
$ASTS has spectrum and carrier relationships. $OKLO is building around advanced nuclear technology and licensing.
For $ADUR, the moat is the process: HCT-derived oil was pilot steam-cracked as produced, without hydrotreatment or dilution.
A fresh look at how that process is now being pushed toward real-world operation.
secfilings.com/news/when-the…
🤖 Made with AI
Peptide access is widening through different channels.
$LLY and $HIMS just partnered to bring FDA-approved Zepbound and Foundayo onto the Hims telehealth platform.
In a separate lane, $PNGAF is adding all six peptides covered by HHS’s new interim 503A policy to its clinician-prescribed U.S. platform, with availability expected this month. These are compounded, not FDA-approved drugs.
A look at what happens when regulation opens the door.
secfilings.com/news/when-reg…
🤖 Made with AI
Big insurers own the covered lives. Turning access into care is the harder part.
$UNH represents the coverage layer. $AIRDF is building the physician-led AI layer: Florida is now live as its 4th U.S. state, alongside ~24M in-network lives across CA/NY/MD and 12+ Florida physicians at launch.
A look at the infrastructure behind a telehealth visit.
#AIHealthcare #Telehealth
secfilings.com/news/the-infr…
🤖 Made with AI
Telehealth is back in focus. $TDOC has climbed roughly 68% over the past month through Wednesday’s close.
The growth curve at $AIRDF is coming from utilization: U.S. visits rose from 86 in Q4’25 to 6,101 in Q3’26, with ~24M potential in-network covered lives and another ~18M targeted through Florida and Texas expansion.
A look at the infrastructure behind a telehealth visit.
secfilings.com/news/the-infr…
🤖 Made with AI
SECFilings retweeted
BREAKING: The Volatility Index, $VIX, surges over +70% on the day, on track for its biggest daily gain since February 2018.
Not even March 2020 saw a daily jump in volatility like we are seeing now.
$NVDA is supplying the hardware, $AMZN is investing heavily in AI infrastructure, and $MSFT is expanding its cloud business.
But who ultimately earns the return?
Our latest Inside the Filing examines Anthropic's $895B in commitments and the financial relationships behind the AI boom.
The technology can win. Not every investment has to.
secfilings.com/news/the-ai-b…
Healthcare names are moving across different parts of the peptide market.
$NVAX is advancing vaccine milestones, while $HIMS is expanding telehealth access.
$PNGAF just moved early on HHS’s interim 503A policy, adding all six covered peptides to its U.S. prescription platform, with availability expected this month.
A look at what happens when regulation opens the door.
secfilings.com/news/when-reg…
🤖 Made with AI
SECFilings retweeted
Breaking news: the Bank of England has raised interest rates by a quarter point to 4%, lifting borrowing costs for the first time since 2023 ft.trib.al/iIaEuJH
SECFilings retweeted
$ADUR's 120-hour NGP campaign is a useful step, but the real progress isn't simply the longer run. Aduro processed PO95, real post-consumer plastic waste, for around 20 hours. That's a tougher test than controlled PE/PP blends.
SECFilings retweeted
Santo Tomás Phase Two drill program Hole GT006 at 41m depth:
Chalcopyrite Molybdenite Quartz veins and disseminations. Minor bornite observed. Andesite host rock. Geotechnical hole on the southernmost drill pad in the South Zone. Strong mineralization in hole drilling eastwards.
SECFilings retweeted
Two big news items from $ADUR today:
Longest NGP pilot plant run yet: ~120 hours over 5 days
Ran on PO95, real post-consumer plastic waste, without a complete shutdown
~85% yield, on target. Even rode through a power outage.
I own $ADUR. Not financial advice.
@TheLongInvest
SECFilings retweeted
LibertyStream Announces Lithium Carbonate Sales Contract with International Battery Material Maker Covering 2027–2031 Supply
$LIB.v $VLTLF
businesswire.com/news/home/2…
