3/20/26 - sorry for the wait!

The creator expresses frustration with SLS's strategy of continually extending timelines.

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.

Micron is viewed as a significant short opportunity by the creator.

The creator dismisses Taiwan Semiconductor as a joke.

The creator is skeptical of Broadcom's strategy to become an ASIC company.

Nvidia's stock rise alongside revenue and earnings is viewed with skepticism by the creator.

Skywater is predicted to be a major disaster, with the creator implying it's a short.

I and Q is a sell due to a flawed quantum stack, questionable revenue sources, and significant downside potential.

The creator is highly critical of IonQ's past valuation and shares a concerning anecdote.

Arrowhead (formerly Aeroware) has been a huge winner, and the creator regrets not investing.

Denali is mentioned as an interesting company.

Planet Labs reported record revenue and backlog, but the creator expresses uncertainty about the business.

The creator questions Super Micro's recent 30% stock drop, implying it was predictable.