Prescribed AZ sports fan. Side effects include dizziness, insomnia, feelings of despair and anguish. The market heard I had cash left, and then the cash, left.
Scottsdale. AZ
Joined June 2011
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J.J. retweeted
$VKTX
One thing I find particularly interesting in Viking’s October presentation is the “Partnering discussions ongoing” for VK2809 and VK0214. Could this also be a strategic move to put some pressure on Big Pharma? If a potential buyer wants the entire Viking package, including all its assets, perhaps now is the time to make a serious offer before Viking signs separate partnerships. And if a buyout doesn’t happen? Viking could potentially receive significant upfront payments and future milestones from partnering those two programs, giving the company even more financial strength to focus entirely on its obesity pipeline, especially VK2735. I see a potentially bullish strategy here. Viking is creating options, strengthening its negotiating position, and making it clear that it doesn’t have to sell cheap. Just my speculation, but I like the position Viking is putting itself in. A major buyout or an even stronger independent Viking. Both could create substantial shareholder value!
J.J. retweeted
God bless the USA
The WNBA fined the Golden State Valkyries and Atlanta Dream $500,000 each for skipping the national anthem during Games 1 and 2 of the WNBA Finals.
Both teams remained off the court during the national anthem in back-to-back games.
If they don’t stand for our national anthem, they shouldn’t be allowed to play in the WNBA period!
Who actually watches this trash?
J.J. retweeted
$MRNA shorts celebrating that the mRNA cancer vaccine is unexciting. I have a feeling this is a bit premature and they may wake up tomorrow to a nightmare scenario.
0.42 and 0.5 are very meaningful HRs in a setting where most patient have not had a recurrence by 6 months.
J.J. retweeted
$SPCX is in talks to secure at least 80,000 U.S. cell sites as Elon Musk looks to turn Starlink Mobile into a 4th nationwide wireless carrier.
Combined with its growing satellite network and recently acquired spectrum, those sites could give SpaceX the ground coverage needed to compete directly with $T, $VZ and $TMUS.
J.J. retweeted
$BE CRUSHED THEIR Q3 EARNINGS
• Revenue $1.24B vs Est. $1.06B
• EPS $0.94 vs Est. $0.68
• Gross Margin: 34% vs. Est. 34%
FY26 Guidance
• Revenue $4.5B vs Est. $4.1B
• EPS $3.25 vs Est. $2.71
J.J. retweeted
Wild.
Watch 7 Atlanta Police Officer physically BLOCK @EnesFreedom from entering the WNBA Finals Game wearing his ‘What is a Woman’ shirt. Then State Farm Arena banned him from the premises. Watch the full exchange.
This is how threatened the WNBA is by asking this question…
J.J. retweeted
$VKTX One of the most overlooked $VKTX bullish facts: Viking has secured annual capacity for 100M autoinjectors, 100M vial/syringe units and over 1 BILLION oral tablets. Brian Lian also revealed 3 additional multi-ton API manufacturers. Phase 3 is advancing while commercial-scale supply is being prepared. Huge strategic advantage for a standalone launch or potential partner.
J.J. retweeted
The Giants have officially named JJ McCarthy their starting quarterback for the rest of the season.
After the Vikings traded away their former top pick, he’s now running the offense in New York.
J.J. retweeted
$RKLB built Viasat's Maxwell spacecraft and supplied its new L-band radio for a NASA demo that launched yesterday.
That ties directly into its Iridium acquisition because Rocket Lab now has the pieces to build spacecraft, supply radios and operate its own satellite network expanding beyond hardware into recurring communications revenue.
J.J. retweeted
‘The house was toast’: Surf swallows California homes
apple.news/A_PwIS9BjQzyKXmY8…
J.J. retweeted
$SMCI is gapping up this morning. Here is why.
Super Micro closed at $32.47 on Tuesday. At 4:13 AM ET today it was $36.70, up 13.03%.
The cause:
The company shared early results for its first quarter. It raised its sales outlook to $18.5B-$19.5B. The old range was $14.5B-$15.5B. Dell and HPE rallied too. That tells me the move is about AI server demand, not just one stock.
The levels I watch:
- Tuesday's high was $33.17. If $SMCI holds above that after the open, the gap is holding.
- If it falls back under $33.17, the gap is fading.
- Tuesday's low was $30.92. A drop under that would tell me the buyers are gone.
The warning signs:
This stock moves a lot. It fell 9.86% on Oct 16 and 8.42% on Oct 14. On Oct 9, a contractor pleaded guilty in a scheme to export AI servers with Nvidia chips to China. That brought back worry about rules. Analysts are mixed. The average rating is Hold, with a target of $42.27. Next earnings are Nov 3.
My option-seller view:
Premium gets fat after a gap. But gaps can reverse fast. I do not chase them. I wait for the stock to come to me.
Not financial advice. Do your own research.
Do you think the gap holds by the close?
J.J. retweeted
You haven’t missed what I believe is the greatest GLP-1 trade in a $150 billion market.
I’m not talking about $LLY.
Or $NVO.
$VKTX.
Very promising early results around a monthly shot and a pill, the greatest obesity drug unlock.
I made the case for Viking Therapeutics on @yahoofinance.
Also including links to latest research in 🧵
J.J. retweeted
🚀 VOYAGER 1 IS ABOUT TO MAKE HISTORY 🌌
On November 18, Voyager 1 becomes the first human-made object ever to reach one full light-day from Earth. 🌍✨
A signal now takes 24 hours to reach it. Launched in 1977, it's still talking to us from 25.9 billion km away, deep in interstellar space. Its power is fading, but its journey will never stop. 🛰️
#Voyager1 #NASA #SpaceHistory #Interstellar
J.J. retweeted
The Brewers just apologized for their handling of the Timeless Ticket redemptions.
From President of Business Operations Rick Schlesinger:
"Several hundred fans indicated an intention to redeem their Timeless Ticket for a World Series game. We subsequently erred in our internal communications on the logistics of fulfilling the requests. While we were able to accommodate all with seats, we received feedback from some that they were unhappy with their seat locations.
Clearly, even with extraordinary limitations on available seats, we did not live up to the spirit of the program and we have been working through a resolution. We are happy to say that all of these fans who applied prior to the deadline will be contacted with a positive update: they can retain their World Series ticket for this year, plus retain their Timeless Ticket for redemption for another game in any future season. We regret our mistake and look forward to welcoming them to America Family Field for their World Series experience.”
The Brewers were in a 6-year playoff drought when they sold Timeless Tickets for $1K, promising a seat for any home game—even a World Series clash.
Fans held onto hope for over a decade. But now some feel the Brewers didn't fully live up to the deal...
sportico.com/leagues/basebal…
J.J. retweeted
That capex is somebody else’s revenue.
More GPUs. More memory. More connectivity. More power & cooling.
This is positive for the companies supplying the AI buildout. $NVDA $MU $MRVL $CRDO $ALAB $VRT $BE
Follow where the money is going.
$SPCX spent ~$16.4B on AI infrastructure in Q3 alone which is ~84% of its total CapEx.
That's about a $66B annualized pace for a company most people still think of as a rocket maker.
