$SAVA CEO: I truly believe Cassava Sciences is one clinical program away from greatness.

Cont’d
He provided add’l details:

- This week, we received notification from IRB, that our 2 P3 study protocols are now fully approved

- We’re on-track to initiate our P3 program shortly

- The on-going open-label study is going well

Cont’d
- There is some visual errors in Fig 5 of the July poster in AAIC

- The original film regarding the Western blots are held by CUNY & we asked them to be offered publicly asap

Cont’d
The corrected Fig 5 is attached below👇, which offered the answers to my previous questions to $SAVA. I’m satisfied & convinced.

I’ll add $SAVA shares on dips.

• • •

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More from @LuoshengPeng

31 Aug
Hav been watching $AFRM $MQ $RSKD $MNDY as hypergwth stocks closely since their IPO:

- $AFRM has momentum, but I need to wait until a pull back
- $MQ had a bad forecast of Q3 vs Q2, but it has more upside potential now & I'll wait aft Q3 & lockup expiry

1/2
- $RSKD has been accelerating gwth but not sure if it can keep up at 50%+ & will wait aft Q2 ER
- $MNDY has all cylinders ignited for hypergwth & I like it most among the 4; I'm ready & just need a pullback to get in

What's your new hypergwth (growing at 50%+ YoY) picks?
It feel like $MNDY has similar characteristics of $DOCS altho they are in different sectors & $DOCS already profitable. $MNDY is outgrowing $TEAM & $TEAM is still losing money at a MC of $90B+.
Read 5 tweets
13 Apr
$GSIT, a speciality memory maker, has designed Gemini, an associative processing unit (APU), for big data similarity search.

Gemini can conduct similarity searches on certain big data workloads 100X faster than standard Xeon processors, while reducing power by 70%.

Cont'd
This is an unbelievable breakthrough!

$GIST has achieved it by eliminating the memory-to-CPU-core bottleneck, which is known to have baffled scientists for some years.

Cont'd
Use cases for Gemini include:

- face recognition
- DNA sequencing
- researching drug candidate molecules
- SHA1 algorithm hashes
- natural language processing

$FB’s FAISS library is a prominent example.
Read 6 tweets
19 Feb
Seems some don't get why market makers want to sell a highflying stocks to earn more $$$:

Assuming a stock now is at $10 & one underwrites a call option for $30/share expired in 3 months.

1/3
If on the day of expiration, the stock goes $31:

- for a naked option, the underwriter earns the option selling amount but loses $21/share (each option unit is 100 shares)

- for a hedged one, the underwriter only earns the option selling amount

2/3
But if on the day of expiration, the stock stops at $29:

- the naked underwriter will earn the option selling amount

- The hedged underwriter will earn the option selling amount + $19/share
Read 5 tweets
6 Feb
I found this Cathie Wood video is amazingly informative & concise. Also I’m in full sync w/ it!
She talked about the macro economy, mostly fiscal & economic policies & then spent about half time to recap the ARK 2021 BIG IDEAS around:

- virtual world
- AI
- EV/autonomous driving
- automation (robotics, ride hailing, drone delivery, space travel)
- 3D printing
- genomics
Allogenic cell therapies was mentioned for cancer treatments.
Read 4 tweets
6 Feb
Week 2/1-2/5

UP 10%+⬆️
$SAVA 126.03%
$TIGR 65.72%
$MGNI 58.63%
$SKLZ 58.29%
$CCIV 51.44%
$KOPN 49.61%
$FUV 47.41%
$XONE 44.70%
$ATOM 43.70%
$THCB 40.42%
$DM 36.05%
$WKHS 33.57%
$RESN 30.69%
$TBIIF 29.61%
$FLGT 28.08%
$EXPI 26.63%
$SDGR 25.83%
$STPK 25.65%
$MASS 23.39%

[1/4]
$SRAC 22.25%
$UPST 20.98%
$ETH 20.66%
$BEAM 20.46%
$DKNG 18.04%
$ARCT 17.42%
$GOEV 16.99%
$BFT 16.02%
$FUBO 15.46%
$EH 15.13%
$BTC 15.10%
$AVLR 14.67%
$RIOT 13.94%
$IPV 13.28%
$SNOW 12.33%
$CRNC 12.30%
$PACB 11.96%
$NET 11.61%
$OEG 11.57%
$MP 10.56%
$NTLA 10.52%

[4/2]
$LGVW 10.03%

DOWN 10%+⬇️
$VXRT -35.73%
$SPWR -19.40%
$U -14.14%

UP 100%+ YTD🏅
$SAVA 556.89%
$XONE $322.97%
$OEG 296.35%
$EH 261.91%
$BNGO 258.77%
$CCIV 246.15%
$TIGR 229.35%
$KOPN $213.99%
$RESN 179.62%
$FLGT 171.63%
$ATOM 156.49%
$FUV 140.89%
$ETH 126.51%
$SKLZ 118.60%

[3/4]
Read 4 tweets
5 Feb
Here are my quick notes for $TWST $SAVA $VXRT $CLOV

Why their share prices crashed today or in the past 2-3 days?

$TWST: JPM called it over-priced & give a TP of $100 while Baird raised the TP to $200. It'll likely go back next wk IMO. The stock has been very resilient.

[1/4]
$SAVA: Over-run w/ short squeezes followed by short attacks. Still a double for the wk & it'll likely consolidate in $40s. Any interim P3 news will serve as the next catalysts to bring it back & run again. It remains in my 2021 10X candidate.

[2/4]
$VXRT: Also experienced short attacks following epic short squeezes. The P1 data are good IMO & the price'll consolidate in $7-10 for some time. Additional P1 readout & P2 news will serve as the next catalysts to bring it back & run. It remains in my 2021 10X candidate.

[3/4]
Read 5 tweets

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