The creator expresses frustration with SLS's strategy of continually extending timelines.
Source Post
3/20/26 - sorry for the wait!
Mar 20, 2026
The creator discusses several companies including Super Micro, Planet Labs, Moderna, Denali, and Arrowhead. He expresses surprise at Super Micro's stock drop, notes Planet Labs' record revenue, and highlights Arrowhead as a significant past winner and Surreptit's partner.
Linked Mentions
Tickers discussed in this post
Regeneron's drug Kamzio is performing surprisingly well, exceeding expectations.
Bristol Myers Squibb is underperforming due to weak drug sales and upcoming generic competition.
The creator regrets missing out on ALMS, which has seen significant price appreciation.
Spruce is considered a cheap stock, despite recent negative price action.
Coherent is mentioned as a company in the hot optics sector.
Lumentum is mentioned as a company in the hot optics sector.
Meta is a buy due to excellent management and CEO focus, according to the creator.
Biohaven is a buy due to its strong CEO, according to the creator.
Qualcomm has been significantly impacted negatively, according to the creator.
