memenodes
crypto bro's who's selling right now https://t.co/h0tXsn9LI4
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WealthyReadings
RT @WealthyReadings: Dropped my $TMDX valuation model to subs. Still a buy after its 30% rally?

We're going over the numbers & the growth verticals.
🔹U.S. market & next-gen OCS
🔹European expansion
🔹Kidney OCS
🔹& more

Concluding on my investing plan for my biggest position. Link's in bio. https://t.co/YxwkzEjQKg
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WealthyReadings
RT @WealthyReadings: $TMDX above $150 means $TMDX above $180.

🚨 $TMDX is dirt cheap, and I don’t say that often.

Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.

Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇

Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day

As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.

This comes after just 43 days, with 49 days left in the quarter.

At the current pace of 25.3 flights per day, they’re on track for.

≈ 2,330 flights total in Q4
≈ $159M in revenue

That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.

And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.

So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.

That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.

All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.

🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales

You'll find everything you need to build your convictions just below 👇 - WealthyReadings
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memenodes
Bought the dip, now I'm out of cash and confidence https://t.co/cAni3WnJi1
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Quiver Quantitative
JUST IN: The administrator of the FAA sold up to $100K of stock in Alaska Air on August 7th.

$ALK has now fallen 20% since his sale.
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memenodes
when you realize that you're not just a teenager with no money anymore but a broke adult
https://t.co/oVv434Mbuv
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memenodes
alts when bitcoin drops by 1%
https://t.co/PuooW8JDVM
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WealthyReadings
$TMDX is up 30% since that post, 11 session earlier.

I guess "dirt cheap" was the right phrasing.

🚨 $TMDX is dirt cheap, and I don’t say that often.

Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.

Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇

Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day

As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.

This comes after just 43 days, with 49 days left in the quarter.

At the current pace of 25.3 flights per day, they’re on track for.

≈ 2,330 flights total in Q4
≈ $159M in revenue

That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.

And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.

So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.

That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.

All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.

🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales

You'll find everything you need to build your convictions just below 👇 - WealthyReadings
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memenodes
You really have to stop posting the price in pounds for now https://t.co/BvwzVsu2x1

£63,696.15 - Bitcoin
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memenodes
we've ignored the top signal https://t.co/t5siNJPela
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WealthyReadings
I am part of those who believe the AI trade is over.

Not that AI is useless. Compute demand isn’t going to disappear and I don’t think we’re in a bubble. But I believe the massive overperformance we’ve seen in AI infra names over the past two years is behind us.

Some stocks will keep ripping as the market focuses on new narratives; I own two I believe will outperform, deservedly so. But going into 2026 assuming that any dip is a good buy because feels like a great way to underperform.

The rotation already begun. It would be foolish to ignore it.

I have a few ideas where liquidity is headed, am already positioned in some names with more on my watchlist awaiting confirmation. None of those attractive names are AI related. They’re definitely not the names everyone is still fixated on here. If I were to be wrong, I would still have those two names who are great buys at today's price, so I keep a feet on the game.

But it’s time to start fishing in another pond, aside from a handful of exceptions.
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