
ShortSeller
@ShortsellerST
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Follow/Set Notifications! ChartsForCharity- Lehman Brothers, Raymond James, JackShu HF (since 1987)
Joined July 2007
$SPY $SPX Current thesis. fugly into a March/April low 20ish%. forming a H&S getting everyone bearish then rip higher with two 5ish% drawdowns in back half of year. eoy calling for 18ish% year // See my pinned tweet
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They all love $CRVS . Point 72 back to their 7M stake they had before Warrent excersize.
Orbimed Advisors Q2’25 13F Recap: (1/4) .New: $ALMS, $APLS (call), $ASND, $AZN (call), $CAI, $CGON (call), $CPRX, $CTMX, $INMB (put), $LYEL, $MLYS, $MURA, $RAPT, $ROIV, $UNH (call), $URGN, $ZLAB.Increased: $AGIO, $AKRO, $APLS, $ARGX, $CRNX, $CRVS, $DYN, $EW, $EWTX, $FBRX.
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I have an overweight in $CRVS . don't own enough (same with $ TGEN and $SGMO Those three make up a massive overweight for me.
Perceptive Advisors Q2’25 13F Recap: (1/4) .New: $ASND, $CAPR (call), $CAPR (put), $CBIO, $CRL, $CRVS, $CTMX, $FBRX, $GMED, $KYMR, $LYRA, $NVNO, $OMDA, $PEN, $RARE, $RAPT, $SEPN, $TRIB, $TVTX, $XBI (put), $CAI .Increased: $ADGM, $AKRO, $APGE, $BSX, $MRUS, $NBIX, $NRIX, $RGEN.
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Biggest grift in the history of the world incoming (Dems equally bad). #TakeItBack #Crowdaroo.
PRESIDENT TRUMP: "Whether I lost $2 billion or $5 billion, it doesn't make any difference to me. I don't care. If you're rich, it doesn't matter. I'm doing this for the country, I'm doing this for the people.". President Trump is putting country over money. 🔥🔥
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Worked for me $TSLA
@GammaMama22 @APazyryk @grok @colinsechay @Automoto415792 Grok said I reached my limit yesterday when I asked it to compare the Tesla fatalities from Autopilot/FSD in the NHTSA data vs that in the Tesla Deaths website.
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$SGMO that would be a deal. but a horrible one.
@yusufhameed @FDA @Precigen @MartyMakary @VPrasadMDMPH What conditions do you expect in a Fabry agreement? These are my expectations:.>$150 million upfront payment.>$50 million approval.>10% royalties.
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You're getting exceptionally good (also thank you).
@JIMROInvest I hope to one day obtain the same level of accuracy and patience both you and @ShortsellerST have. It is truly astonishing. Well done brother. 🫡.
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$GLXY If you're a trader (not an investor) close under 24.50 would make an intelligent stop
$GLXY @ShortsellerST Chart thoughts?.
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$CAVA can start scaling in here. if lost - lower fuscia line next add (Ha! @epictrades1 - vindicated lol)
@ShortsellerST Would love a CAVA chart if you have one, heard you on spaces and looking for an entry.
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MoronChurion @realDonaldTrump says Putin respects him. Lasrov wears a USSR T-Shirt to the meeting. buffoon doesn't even realize how bad he's getting trolled.
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$UNH another clown. stop following clowns.
You miss 100% of the SHOTS you don't take!. Highlighted @MarkNewtonCMT horrible call yesterday at the very bottom of $UNH at $235. Sticking with the BASKETBALL reference, this was a layup. A generational layup with the market at all-time highs, and managed health care at.
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Washington DC averages 56 arrests per day historically. glad you got the Subway guy but where TF is the Epstein files???? @FBIDirectorKash.
🚨OVERNIGHT IN DC 🚨. The FBI and our partners made 45 arrests - 29 immigration-related, 16 tied to the violent crime surge, and 3 firearm seizures. Charges include:. 🟥Assault on a federal officer .🟦Possession of child sex abuse material.🟥Illegal firearms.🟦Drug trafficking.
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$CRVS #TAM.
I really like the trials architecture that $CRVS is building. They are building out a leading indicator in each pillar (PCTL in Oncology, AD in Immunology) for FDA approval, and then a base of multiple Ph.1&2 trials to show drug likely works in each indication.
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RT @EconstratPB: This just went up on the board. Lots of free content. And even better behind the paywall.
pinebrookcap.com
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