Matheus Lonning
@mathlonning
Long Dupixent, longer $TSM. *not investment advice*
These $TMDX flights are ramping up!! Scary if your short 😈
Solid week for $NVO. With earnings coming up hopefully management sheds some light for what’s in store for the future. Very excited about the potential of the EVOKE trials.
$TMDX yearly rev current guidance: 585m (midpoint). I believe that is going to be CRUSHED. Q1 = 143.5m (actual) Q2 = 170m (my projection based on inside flights and assuming 4-6% of flights being chartered) Q3 = 150m-160m (based on current run rate + chartered flights + start…
$TMDX is going to pump like crazy when they beat and raise next week. Short interest is there. Won’t take much for a squeeze. Bonus is $TMDX has actual revenue, a real moat and is profitable. Please close the shorts while you still can.
$GOOG plans to raise capex to 85B for the fiscal year. Bullish $TSM
Cannot wait for $TMDX earnings next week. Clock is ticking. Beat and raise incoming!!
$TMDX current midpoint guidance is 585m. According to flight data, they have already made at least 310m for 1H of the year. Second half has been stronger every time, even accounting for q3 slowdown. They’re gonna blow that guidance out the window. They can realistically reach…
Adding to my LEAPS position in $TMDX. Few companies offer such clear, real time revenue visibility. I’m not worried about short term pain, as the stock was just at 55$ earlier this year. $TMDX moat continues to grow, and its next-gen platform could reshape lung and liver…
Healthcare sector getting no love. LEAPS are cheap. $NVO $REGN
$TMDX huge beat and raise incoming. 170m Q2 rev. And yearly guidance raised to 600m-620m. They’ll also hopefully announce approval for next gen trials, and potential acquisition of 1 more plane. Can’t wait. Clock is ticking. CLOSE THE SHORTS.
People selling their $TMDX shares right now will happily buy them again in the 160s. Thanks for the cheap shares.
Tried to warn folks $TSM
Wondering how to play $TSM earnings on Thursday? Add right now. If goes up after earnings: Add If it goes down after earnings: Add Add $TSM no matter what. You can’t have too much.
We are about 2 weeks away from $TMDX earnings call where they WILL raise the guidance. CLOSE THE SHORTS WHILE YOU CAN.
$ASML suspended guidance doesn’t mean they’re not gonna do well. $TSM and other semiconductor companies building factories nonstop. They all need to buy EUV from $ASML. They’ll be fine. Thank you for cheap shares.
$ASML buying shares nonstop and your selling your shares? Thank you for the cheap shares.