Groundbreaking tech, Founder is brilliant, and they have 3 patents which is very unusual for a company of that size.
OT: Stock and Investment Thread
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From an analyst report:
The idea is to improve the outcomes for patients while reducing the cost of healthcare related to spine surgery. The technology and its underlying idea are based on spinal alignment, which reduces the chance for so-called revision synergies. This technology is now applied to lumbar spine surgery, and could be expanded to cervical spine fusion procedures in 2026 if all goes well.
This is a treatment option in case traditional therapies and non-surgical interventions are not sufficient. In such a case, patients resort to such surgeries, taking place approximately 400,000 times per annum. Based on this number of lumbar surgeries taking place, the company targets an addressable market of $13 billion per annum.
By now, some 200 out of the 4,000 spine surgeons have performed one or more procedures with such products, granting the company a long runway for growth.
@T2Kplus20 , GPCR on the move again, up 9 to 78.25. Was as high as 83 today. Looking better for their oral GLP drug. This was a $20 stock less than 3 months ago.
Such a great run, with much more to go if phase 3 goes well. Which as a reminder, is highly risky still. I would say trim a bit, but you never know about a buyout from a major pharma company. I bet those without an oral GLP are sniffing around.
Oh I already sold it around 68-69 when it first popped. I'm not greedy.Such a great run, with much more to go if phase 3 goes well. Which as a reminder, is highly risky still. I would say trim a bit, but you never know about a buyout from a major pharma company. I bet those without an oral GLP are sniffing around.
Very early as a public company, and looks like they are very early as company with an actual revenue stream.
But on their 2026 expected revs(5 analysts give expectations into 3rd qtr, 3 analysts go full year) this is a pretty cheap company at 5-6x revs.
I might buy a little.
Same here, purchased a small position this morning.
This is something you buy a little and put it on a shelf for a long hold (and see what happens). The tech and business opportunity sounds amazing, but it's all about execution.
We need to have some down days. RUT strength is very interesting. Maybe time for IWM leaps? And I'm thinking the same about AMZN. Small pullback might be worth buying. Let's see how closer to the close looks.
This might be a low volume issue. The Ask price is almost $12 but the Last and Bid prices are about $10. I assume this means that the next purchase will better reflect the current/fair price better. I think you are seeing a lag.
OK that’s why I was thinking. My options don’t usually pop like this so I wasn’t sure.
I don't trade a ton of options, but I'm thinking that that far out, the swings will be less pronounced, especially that far in the money.
MS and GS with monster earnings yesterday. GS is one of my largest positions. Going to start buying MS on dips. IPOs and trading looking solid.
FIGR continues to jump. It’s a real blockchain company and will benefit from lower rates.
Tom Lee jumped the shark yesterday by using ETH treasury BMNR to invest $200M in Mr. Beast. I got caught up in the BMNR last Fall ended up losing a few bucks. Not touching that thing again regardless of whether it starts pumping.
FIGR continues to jump. It’s a real blockchain company and will benefit from lower rates.
Tom Lee jumped the shark yesterday by using ETH treasury BMNR to invest $200M in Mr. Beast. I got caught up in the BMNR last Fall ended up losing a few bucks. Not touching that thing again regardless of whether it starts pumping.
I'm going to start an EEM trade today (likely Jan 2027 calls and let it ride most of the year). The dollar will continue to decline, so that means emerging markets will likely benefit.
Love GS as well! One of my long-hold stocks.
And I thought most people on this board were GS haters.....Greg Schiano. Ok, I'll leave now.
Glxy up 25% this week as they may be proving to be more of an AI data center play than just a crypto company. Back above break even for me
www.tradingview.com
Galaxy Digital stock is soaring and crypto isn’t behind the rally
Investors are piling into Galaxy Digital NASDAQ:GLXY this morning, but the enthusiasm does not really have anything to do with Bitcoin or Ethereum.Instead, GLXY shares are pushing higher on January 15th, mostly on infrastructure expansion. The company has secured approval to add 830 megawatts of po…
www.tradingview.com
One of my greatest trades ever was Galaxy in 2021 when it was still an OTC stock. 5 or 6x'er. I bought MARA calls a few days ago in anticipation of its big AI/data announcement. That has to be coming soon, right?Glxy up 25% this week as they may be proving to be more of an AI data center play than just a crypto company. Back above break even for me
Galaxy Digital stock is soaring and crypto isn’t behind the rally
Investors are piling into Galaxy Digital NASDAQ:GLXY this morning, but the enthusiasm does not really have anything to do with Bitcoin or Ethereum.Instead, GLXY shares are pushing higher on January 15th, mostly on infrastructure expansion. The company has secured approval to add 830 megawatts of po…
Sold Galaxy around this level last year. Been considering getting back in, but find it interesting some of these crypto players are drifting towards AI energy plays with Galaxy focused on building out TX center even though FRMI crashed and burned so far in TX with Project Matador.Glxy up 25% this week as they may be proving to be more of an AI data center play than just a crypto company. Back above break even for me
Galaxy Digital stock is soaring and crypto isn’t behind the rally
Investors are piling into Galaxy Digital NASDAQ:GLXY this morning, but the enthusiasm does not really have anything to do with Bitcoin or Ethereum.Instead, GLXY shares are pushing higher on January 15th, mostly on infrastructure expansion. The company has secured approval to add 830 megawatts of po…
BTW, this article explains why I’m so bullish on FIGR as it’s the only blockchain that’s focused on real world assets. It’s public but permissioned. Predictable, low, and non-scaling fees. instant/deterministic. It makes ETH and SOL seem like a joke playing with DeFi, NFTs, gaming, and meme coins not to mention the stupid gas spikes.
Figure Announces the On-chain Public Equity Network (OPEN) Running on Provenance Blockchain
Figure announces the On-Chain Public Equity Network (OPEN), built on the Provenance Blockchain, enabling companies to list equity natively onchain....
That wouldn’t be a shocking outcomeOne of my greatest trades ever was Galaxy in 2021 when it was still an OTC stock. 5 or 6x'er. I bought MARA calls a few days ago in anticipation of its big AI/data announcement. That has to be coming soon, right?
Some minor nitpicks- that’s a press release, not an article. Figure has more TVL and kills it in private credit, but eth and Sol are much more diverse in RWAs. Eth being the leader in institutional funds and Solana the leader in tokenized stocks. They’ll all be winners in different categories for different reasonsSold Galaxy around this level last year. Been considering getting back in, but find it interesting some of these crypto players are drifting towards AI energy plays with Galaxy focused on building out TX center even though FRMI crashed and burned so far in TX with Project Matador.
BTW, this article explains why I’m so bullish on FIGR as it’s the only blockchain that’s focused on real world assets. It’s public but permissioned. Predictable, low, and non-scaling fees. instant/deterministic. It makes ETH and SOL seem like a joke playing with DeFi, NFTs, gaming, and meme coins not to mention the stupid gas spikes.
Figure Announces the On-chain Public Equity Network (OPEN) Running on Provenance Blockchain
Figure announces the On-Chain Public Equity Network (OPEN), built on the Provenance Blockchain, enabling companies to list equity natively onchain....share.google
Fair enough but I could see FIGR being the trusted winner in the RWA space which could explain why the top ETH treasury just dumped $200M in Mr. Beast…just saying…plus NFT volume has cratered from the peak.
All true. I’d look at NFT’s and memecoins differently. They’ve stress tested the networks as the flavor of the month. They’ve proven they can handle anything that becomes the next best thing.
An aside on Mr Beast…Chamath mentioned that he invested with them a few years ago and it’s been a winner. He’s had the Midas touch lately so I wouldn’t be so quick to dismiss it. Amazon has dumped 100’s of millions into him too.
Is that an easy conversion? And is that cheaper than opening a new data center?One of my greatest trades ever was Galaxy in 2021 when it was still an OTC stock. 5 or 6x'er. I bought MARA calls a few days ago in anticipation of its big AI/data announcement. That has to be coming soon, right?
Most of the big BTC miners have already pivoted and seen their stocks rally. RIOT, HUT, WULF, and a few others. These companies are sitting on a ton of GPUs and MARA has over 50,000 BTCs in the bank. I don't think they will become a Coreweave competitor anytime soon, but they have a massive amount of computing power to deploy.
How do these companies fit into the WH PJM announcement about auctions in which tech companies bid on new electricity generation?
What the point of the lawsuit again? Prevent OpenAI from becoming a for-profit company or going public?
Here’s a fun exercise. “Short paragraph answer- why is Elon suing OpenAI?”
Grok:
Elon Musk is suing OpenAI (in a case now heading to a jury trial in late April 2026) primarily because he alleges the company betrayed its original 2015 founding agreement — which he helped establish and fund as a nonprofit dedicated to developing AI safely for the benefit of humanity, not profit. Musk claims OpenAI’s leaders (including Sam Altman) deceived him by shifting to a for-profit model, forming a close partnership with Microsoft, and prioritizing commercial gains over the public-good mission, effectively turning it into a “closed-source de facto subsidiary” of Microsoft. OpenAI counters that Musk himself once pushed for a for-profit structure and that the lawsuit is harassment from a competitor (his own xAI). The core dispute is whether OpenAI violated its nonprofit commitments after accepting Musk’s early funding.
ChatGPT:
Elon Musk is suing OpenAI because he argues the company abandoned its original nonprofit mission to develop AI “for the benefit of humanity” and instead became effectively profit-driven through its close partnership with Microsoft. Musk claims OpenAI violated its founding principles and contractual commitments by prioritizing commercial interests and restricting access to advanced AI technologies. OpenAI disputes this, saying its structure is necessary to fund safe and competitive AI development and that Musk’s claims misrepresent both the agreements and the company’s mission.
Right on queue, responding to a tweet about the $bmnr investment.
Is Beast planning to do something with ETH? I assume there needs to be a connection to explain BMNR's investment.
Looks like that is a goal…
“Beast Industries CEO Jeff Housenbold specifically mentioned plans to “incorporate DeFi into our upcoming financial services platform.”
BitMine is betting MrBeast can introduce millions of young users to Ethereum-based financial products, with the deal closing around January 19.”
Mr. Beast Receives $200 Million Investment By Tom Lee's BitMine
https://finviz.com/news/277413/mr-b...eff Housenbold,deal closing around January 19.
Sounds like a wise investment. I've been considering BMNR leap calls, but now I'm watching for it to dip below $30 to start a position.