Offshore
Photo
WealthyReadings
$TMDX is up 30% since that post, 11 session earlier.
I guess "dirt cheap" was the right phrasing.
tweet
$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 👇 tweet
Offshore
Photo
memenodes
You really have to stop posting the price in pounds for now https://t.co/BvwzVsu2x1
tweet
You really have to stop posting the price in pounds for now https://t.co/BvwzVsu2x1
£63,696.15 tweet
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.
tweet
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.
tweet
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 an obvious buy 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 are AI related. They’re definitely not the names everyone is still fixated on around here. If I were to be wrong, I would still have those two stock who are great hold 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 exceptions.
tweet
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 an obvious buy 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 are AI related. They’re definitely not the names everyone is still fixated on around here. If I were to be wrong, I would still have those two stock who are great hold 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 exceptions.
tweet
Wasteland Capital
$KLAR trying to pump its dumpster-IPO stock by announcing that they gave loans to literally ANYONE cash-poor who asked for it during Black Friday.
Unsecured lending to desperate consumers? Huh, noone’s tried that before. I wish them well.
But, this is bullish retailers.
tweet
$KLAR trying to pump its dumpster-IPO stock by announcing that they gave loans to literally ANYONE cash-poor who asked for it during Black Friday.
Unsecured lending to desperate consumers? Huh, noone’s tried that before. I wish them well.
But, this is bullish retailers.
BNPL exploded this holiday season
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly. tweet
X (formerly Twitter)
Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) on X
BNPL exploded this holiday season
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly.
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly.
Offshore
Photo
Fiscal.ai
Last Call ⏰
12 Hours left to get 30% off any Fiscal AI paid plan.
Offer ends at 11:59PM EST tonight. https://t.co/eXyGifOqrE
tweet
Last Call ⏰
12 Hours left to get 30% off any Fiscal AI paid plan.
Offer ends at 11:59PM EST tonight. https://t.co/eXyGifOqrE
tweet
Wasteland Capital
I was reading some research today and was blown away by the lack of ability by these analysts to identify what’s important.
Endless words and data. Zero insights.
Yet insight is all that matters.
And any insight can be expressed in a paragraph or two, a chart, or both.
tweet
I was reading some research today and was blown away by the lack of ability by these analysts to identify what’s important.
Endless words and data. Zero insights.
Yet insight is all that matters.
And any insight can be expressed in a paragraph or two, a chart, or both.
tweet