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RT @WealthyReadings: $TMDX, my #1 position, will report earnings on February 24, in 13 days.
I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.
$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.
From my point of view, everything is positive on this name today, and should be after earnings.
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RT @WealthyReadings: $TMDX, my #1 position, will report earnings on February 24, in 13 days.
I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.
$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.
From my point of view, everything is positive on this name today, and should be after earnings.
$TMDX closed the quarter with 2,308 flights after a very strong finish to December.
I see a revenue floor of ~$157M (+29% YoY), putting FY25 slightly above $600M (+36% YoY).
Final numbers will depend on DCD/DBD mix, services and heart/lung trials, but overall I expect $TMDX to at least meet the midpoint of guidance - raised three times this year.
This assumes ~20% use of third-party transport, consistent with previous quarters and management’s targets. Any deviation would impact the math.
I am very positive on the company and look forward to what FY26 brings. Probably going to be great.
https://t.co/FThbpSovjv
I still consider the stock a steal at today's price. tweet
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RT @WealthyReadings: Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
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RT @WealthyReadings: Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform.
By combining high-performance inference with real-time web grounding, we are expanding the core infrastructure needed for autonomous AI agents.
Read the PR: https://t.co/pgniIkG8Y7 tweet
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RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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The Few Bets That Matter
RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
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RT @WealthyReadings: FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
https://t.co/2T2ktXKHPx tweet
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The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
Pristine Capital
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
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RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
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Dimitry Nakhla | Babylon Capital®
Very well written — highly recommend the read. Well worth your time.
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Very well written — highly recommend the read. Well worth your time.
https://t.co/KRlTbtnA8A tweet
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Finbarr Taylor (@finbarr) on X
In Defense of SaaS
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The Transcript
RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
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RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
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God of Prompt
RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
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RT @godofprompt: Claude is insane for product management.
I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.
The difference is night and day.
Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
tweet
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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RT @DimitryNakhla: When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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Illiquid
Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
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Struggled to build a SE Asia data centre and semicon fab basket after I sold Wasion but found two microcaps yesterday!
Chinese AI CAPEX (include SEA buildout as well) will surprise us tweet
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Zephyr (@zephyr_z9) on X
Chinese AI CAPEX (include SEA buildout as well) will surprise us