Anish Pathadan 🔋🧠
@AnishP144Software Engineer (ex-Meta,Capital One..).Here for sharing and reading investment ideas
$EOSE $SAVA I started both of them as a lotto play . Then I spend an insane amount time researching and both are my largest non index positions respectively. Started accumulating $EOSE below 1$ and kept averaging up till 2$. Sitting on a comfortable profit. I feel if Joe and team…
Cassava Patient Family Testimonial, Manny's Story, goes live at 2pm Today youtu.be/TEl6SbXR5hc Cure Guardian has finished a video highlighting the experiences of one patient that has been on simufilam for 4 years. The drug is the only thing that changed in his life and it…
$EOSE I told you there may be a low 2 testing if Trump wins. Overall the results are good and the stock is a buy at this price if you have a long term horizon. I added some more stocks to my already big position. NFA
$EOSE The results look great if you have a long term view and patience. We may even test the low 2 if Trump wins and would be great a opportunity to add more on the long term.If you have short term view and are loaded with short term calls the results are terrible for you.…
$EOSE The results look great if you have a long term view and patience. We may even test the low 2 if Trump wins and would be great a opportunity to add more on the long term.If you have short term view and are loaded with short term calls the results are terrible for you.…
Absolutely correct. If Trump wins expect $EOSE to go down along with other clean tech basket in the short term. May be market is expecting a Trump win and that’s the reason we are seeing the selling pressure. I think we will be just fine in the long term as the future earnings…
You don’t win either way. It’ll take the mkt time to realize $eose won’t be impacted by a trump presidency Eos will be in a basket of clean tech stocks. The mkt is a lot dumber than many who follow the equity on X We can’t be naive in thinking a trump win is good for a…
$SAVA If Simufilam is truly a fraud, why would Lindsay Burns and Remi Barbier stay on as consultants at just $200k/year, especially when Remi’s net worth is over $20M? If it were a scam, wouldn’t they cut all ties and cash out instead? Their commitment speaks volumes.
How much of an impact Trump will have on $EOSE SP in the short term.
$EOSE There was no reason for EOS to announce the milestone news today which they could have easily waited till the earnings call. Unless they have a few more things up the sleeve, aiming for a one-two punch.
$ENVX I got lucky here, I add some enovix right before close as I thought the sp was depressed for no reason after the last call by Greg. I was hoping Raj will deliver something and oh boy he did. Now don’t screw up the conf call Raj.
$ENVX Looking forward to hearing updates on 1) feedbacks from customers testing EX-1M 2) HVM line update 3) Updates on yield 4) potential new partnerships
$EOSE Why are LDES batteries important, and why can’t existing lithium-ion batteries be repurposed for LDES? LDES batteries are designed for power discharge over extended durations, typically between 6 to 12 hours. In contrast, lithium-ion batteries, like the Tesla Megapack,…
$SAVA I wish people just fact check their own posts with available tools like chat gpt before trying to make a scientific arguments to not look like a fool. We are at a point where it’s easy to create a fud but also easy to refute fud with LLMs. We can always argue about the…
$EOSE Anyone thinks DOE loan is dependent on successful completion of M2? Since no one knows what CPs are not met I can only guess it could be funds and the perf measures outlined in the M2. I hope that is the case and we should have the loan locked in by end of next week.
$SAVA For me I am fully loaded and I am ready to see the phase 3 results. It’s mostly immaterial what the stock price does in between. If the sp goes up substantially say above 50$ before the readout I will trim a little bit to take some risk off. Same way if it goes down…
$SAVA An advice to shorts, if you have to convince longs to fold you need to talk more about open label studies (pentara reported the data) , insider purchases, and why 89% people enrolled in open label extension and how Cassava and Pentara tricked everyone while under scrutiny…
$EOSE You should sell your $EOSE position now if you are expecting a big order before EOSE proves Z3 deployments in smaller projects. NFA/DYOR
$EOSE Don’t discount the LES 12 MW order. I advise you to listen to the last earnings call specifically when Nathan talks on the pipeline. I am quoting “… including 1.4B in signed LOIs which are primarily waiting on successful commercialization of first projects deployments and…
$SAVA This is a crazy world, I would be really upset if scientists were colluding to stop an Alzhamers drug. At this point I wish my analysis is wrong and people are not really that bad to stop a life savings drug for a little money.
I was surprised to see that Adrian and Dr Schrag were both paid for consulting through Guidepoint, small world! 🌎 $SAVA
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