Yahoo Finance has now corrected LuxExperience $LUXE EV to <$700MM for the YNAP cash haul - @Bloomberg still hasn’t. Fucking embarrassing for a $50K service. So it trades at 2x medium-term EBITDA guide ($2.5-2.9B GMV at 7-9% margin) which is sandbagged and 0.2x current GMV. 🤡
Great slide from $QURE presentation on AMT-130 - commercialization section. $QURE is $CLPT and ClearPoint is uniQure - they are embedded on the path to eradicating neurodegenerative diseases. Free marketing if I've ever seen it.
If you are not buying Rapid Micro $RPID hand over fist over this pharma tariff incentive to build (they place Growth Direct systems mainly in new state of the art biologic facilities) because a wave of multi-system orders are hitting, you are a muppet who don’t like money
Amid Section 232 noise on Medtech: good thing Clearpoint Neuro $CLPT manufactures everything in Carlsbad, CA which, despite rumors, remains part of USA at last check. cnn.com/2025/09/25/bus…
Look I’m disappointed in today’s px action in $LUXE but if you let $32MM or <3% of MC worth of algo volume convince you this wasn’t a very strong beat + structural growth ahead then you are a bitch made punk who don’t deserve the tendies when they come 🤷
Look I’m disappointed in today’s px action in $LUXE but if you let $32MM or <3% of MC worth of algo volume convince you this wasn’t a very strong beat + structural growth ahead then you are a bitch made punk who don’t deserve the tendies when they come 🤷
Went long $INTC. Don’t need to lay out thesis, been written up well. Admin is making this a national security priority and everyone will have to pay tribute by doing biz with their foundry and helping them restore tech leadership. This should not trade at foundry book value.
Algos trying to fade $LUXE LuxExperience pop this morning off the sandbagged guide are in for a rude awakening when their deeper models see MyTheresa did 5% EBITDA margins. NAP -0.7%, almost B/E, and once they sell the -12% off-price losers this is a profit rocket DD growth.
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