💎Mind the GAAP💎
@Mind_Da_GAAP
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PA ideas. All opinions my own.
NYC
Joined February 2022
"Mike, is there any fraud going on at the company?"
This could be the most pathetic reporting I have seen. The reporter calls the daycare centers to ask them if they are legitimate. I kid you not. How is this supposed to determine whether fraud is taking place? Are they expecting the centers to say ‘Yes. We are committing fraud.’
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$FTAI Aviation launched “FTAI Power,” a new platform to convert CFM56 aircraft engines into aeroderivative gas turbines aimed at data center power demand, with production expected to start in 2026. FTAI said the converted unit targets ~25 MW, and with its fleet and engine
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consensus is the jet is for $abvx which it very well could be. But LLY already has a UC drug (omvoh). So how abt $dbvt? LLY has shown interest in peanut allergy mkt and former LLY exec ran and sold Aimmune...
Biggest breaking news of the evening: Independently verified and confirmed, exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th. $abvx , Dave Ricks x Marc De Garidel…
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$nutx just straight bullshit from BCBS here re: Post Falls. BCBS is giving reporters a median commercial rate figure that almost certainly mixes in primary / urgent care. $2.8k is perfectly in line with ER rates, which is what NUTX's QPA should be based off.
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$axti does anybody know if the lead customer is Broadcom ?
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It sure is a tall order 😂 Anyone can buy Tesla stock right now and come along for the ride. There will inevitably be some bumps along the way, but, with a truly immense amount of work, I think these goals can be accomplished.
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Looks like $WWR waited the maximum four days to release this update Friday AH buried behind an irrelevant title.🤡
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$pzza apollo pulled at roughly the same time....did irth win?
$PZZA – IRTH Buyout Structure for joint APOLLO deal set in motion⁉️ ⚡️New Incorporations in Delaware⚡️ IRTH CAPITAL MANAGEMENT GP LLC - 21 Oct 25 IRTH MARGHERIT FUND I GP LP - 22 Oct 25 IRTH MARGHERIT FUND I LP - 22 Oct 25 All of them just one week after @Reuters and
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$imrx plot looks good ahead of q4 update....strange valuation gap w/ $rvmd
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$aehr - Also, per William Blair ytd, sounds like the undisclosed GaN customer is $nvts??
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