thereal_rok

$NBIS Should be back to 200+ soon.

$DVLT to sharholders support the post

$CAPR It is honestly remarkable when you look at the totality of the data that Deramiocel hasn't been approved yet. Dr. Nicole Verdun recognized the clinical value early on in 2024/2025 and guided Capricor onto the BLA path. Unfortunately, the subsequent leadership regime under Prasad severely damaged trust inside CBER—and holdovers from that era within the lower review team spent the entire BLA process and the AdCom meeting obstructing progress rather than fulfilling their statutory mandate to support RMAT and Orphan Drug therapies. Now, however, every single fact aligns in Capricor's favor. Director Karim Mikhail has a historic opportunity to make good on his mission to restore trust, predictability, and patient-focused science at the FDA. He has delivered consistently since taking the helm—and approving Capricor by November 22 will be the crowning achievement of that turnaround!

$OKLO First revenue in the Q3 10-Q is 1.9 million dollars for the quarter, and Note 3 says it came from the two service businesses Oklo bought in June, ARMEC and CEI. No powerhouse or power sale revenue in there yet. Nine month operating loss was 195.2 million dollars against a net loss of 123.3 million. Interest income of 72.4 million dollars on the raised cash pile and an 11.4 million dollar land gain in Q3 covered a big chunk of that gap.

$SLS CR1 vs CR2 not eligible for transplant, published studies shows CR2 2.5 times worse. Regal has the hardest deceleration and longest tail vs Quazar.

$CLOV I need a bigger boat because clove and counterpart went to $1000

$SLS You do not beat the algorithm by out-trading it on the 1-minute chart—you beat it by letting it grind itself into an inescapable structural corner. My “1%” routine

$GNS Machine Gun Hamilton dropping the 🎤 Fvck the Shorts and Fvck the Haters 👊

$KEEL Five key takeaways from Q3 earnings: 1. **Moses Lake:** Permits secured, construction underway since September. First HPC revenue expected in 2027. 2. **Leasing:** Three sites in advanced negotiations with multiple creditworthy counterparties. No signed leases yet. 3. **Capacity:** Potential expansion from 478 MW to 1,928 MW (~4x), subject to further approvals. 4. **Liquidity:** ~$780M unrestricted cash. No immediate need for additional financing before lease execution. 5. **Financials:** Revenue fell 59% YoY to $27.6M; adjusted EBITDA −$27M, reflecting the transition away from Bitcoin mining. **Bottom line:** Short-term financial weakness, but substantial long-term AI infrastructure potential. The real catalysts are signed HPC leases, project financing, and revenue generation in 2027.

$IBRX also Leonardo update. Dr Pat’s X post yesterday with a pic of him and UCLA’s Mr Bahram tells the whole story when u dog deeper. That dude has been working with Dr Pat for over a decade on a photonic machine rhat distinguishes cancer and white blood cells. Also, Mr Bahram sold one of his companies to Intel who is working closely with Vivabiocell. This photonic machine is most likely a part of Leonardo.

$CIFR PLCR deals will not be made because the tenant does not want to buy the risks of how much will be won from the grid. Hinojosa’s new legislative initiatives affect these but it doesn’t matter because the ERCOT study is delayed to Q3 27. But 1GW project will be leased imo bc base load🍏🤑 In H2 2027, CIFR PLCR sites are massive thing

Found something interesting digging through the new $SOFI SEC filing tonight… SoFiUSD outstanding supply: Q2 2026: $52.5M Q3 2026: $73.5M That’s 40% growth in just one quarter, with the full amount backed by cash reserves. Still early, but very encouraging to see.

$HIMS The deal guarantees access to Eli Lilly’s branded medications Offering official Lilly products reduces marketing burn because patient trust is built into the brand. Hims charges its recurring clinical/platform membership fee ($149/month) on top of the cash price of the medication. Long-term patient retention goes up significantly when patients receive FDA-approved brand names Previously, Hims clinicians could write an off-label prescription for branded Zepbound, but the patient had to take that prescription to a traditional retail pharmacy. Hims could not guarantee retail stock, nor could they process Eli Lilly’s self-pay pricing programs within the Hims app. Hims can now fulfill and ship official Eli Lilly products directly to the patient's door via their own digital portal it is structurally almost identical to NOVO deal. Securing partnerships with both Novo Nordisk and Eli Lilly transforms Hims & Hers into a neutral, dominant marketplace for branded GLP-1’s

$POET RIP to everyone who sold. That's how they get you shares, fear is at an all-time high. There's literally no risk buying at this point seeing as it's below book value. At this point: - It's valued below the $800m they have in the bank - It's not pricing in the $50m PO they already have that has the potential to grow to $500m over the next 5 years - It's not pricing in orders that are currently being delivered - It's not pricing in current NRE's, we know of one which was $1m - It's not pricing in any other orders that will follow soon (or have already been placed), several customers are close to wrapping up qualifications right now - It's not pricing in any of the patents, expertise, equipment, personal, and existing partnerships - There are at least 10 partnerships: if even only one comes through it should already be at a higher book value Earnings are on 11/16. Kind of a no brainer to invest here.

$RARE expanding its global footprint for UX111 The UK MHRA has formally accepted the Marketing Authorisation Application (MAA) for review in Sanfilippo syndrome Type A (MPS IIIA). Following FDA approval in September and EMA review kicked off last month, Ultragenyx is now coordinating the MHRA review alongside a NICE evaluation for expedited NHS reimbursement access. Solid execution bringing another commercial stream online. Regulatory machine executing as scheduled.

$IBRX LUGPA Annual Meeting (Large Urology Group Practice Association): November 5–7, 2026 (Chicago, IL) Directly hits independent urology group decision-makers, practice admins, and commercial prescribers for ANKTIVA® in NMIBC. SITC (Society for Immunotherapy of Cancer): November 4–8, 2026 (Phoenix, AZ) Major clinical data venue for pipeline combination readout updates across N-803 protocols. SNO (Society for Neuro-Oncology): November 12–15, 2026 (Philadelphia, PA) Core focus for glioblastoma (GBM) trial updates (QUILT-3.078). Jefferies Global Healthcare Conference: November 16–19, 2026 (London) Institutional management track to pitch commercial trajectory and international expansion.UBS Global Biopharma Conference: November 16–17, 2026 (London) Institutional investor outreach to expand buy-side interest.

$ASTS Confirmation from SPCX of further launches for ASTS...you can't get better confirmation than this.

$ASPI LIS Technologies which uses laser based enrichment is seeking an IPO valued at around 600 million USD. Christo Liebenberg, the Chief Executive Officer (CEO) of LIS Technologies has a shared background with Dr. Hendrik Strydom, CTO at ASP. Both men trace their expertise to the South African Atomic Energy Corporation (AEC) during the 1980s and 1990s.

$NBIS $CRWV CITI expects neocloud earnings to show "continued insatiable demand." Neoclouds are now extremely undervalued in relation to compute scarcity and future growth. Overreaction today on Texas results and democratic sweep, IMO. Defensive, biotech, healthcare, and cybersecurity sectors are now marching upwards at lofty valuations.

$IOVA still think results were very good…. 59% ORR one subgroup is amazing for previously treated… Lung Cancer (IOV-LUN-202 Trial):• Iovance shared updated and interim data for lifileucel in previously treated advanced non-small cell lung cancer (NSCLC), showing an overall response rate (ORR) of around 25% to 26% (with a disease control rate near 72%). • While the durability of response was notable in a difficult-to-treat population, the headline data was viewed as largely "consistent with previously reported results" rather than a major breakthrough, causing investor and analyst disappointment and a sharp sell-off in the stock. • A subgroup analysis showed a much higher success rate (around 59%) in a specific subset of patients (e.g., certain genetic/smoking profiles), prompting Iovance to plan a specialized trial arm called POSITILITY, with a potential FDA filing target in 2027.