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Hey Nerds: Blockchain

Pivoted some Thumb at 33.96 into TRUL at 44 flat to get a bit more diversified. TRUL is also getting obliterated and is quite oversold!
 
Q1 earnings are on May 13th and FYI I'm seeing 14-17% growth for them just in Florida. Plus this is their first full quarter of their PA operations so they'll get an uptick there AND I know some of their PA expansion came online in Q1 but the question is will that show in revenues this quarter or next? TLDR: They may bust out the best quarter of 'em all just like they did in Q4.

AYR seems to have gotten LHS back in shape too. Revvies likely up around 40-50% from Q4. Obviously Florida is a smaller part of their operation but if they keep busting out those numbers they'll be in good shape. Probably around $18-20m in revenues for them in Q1.
 
Curaleaf: Monday May 10 AH
Thumb: Wednesday May 12 AH
Trulieve: Thursday May 13 PM

If that doesn't create at least a temporary pop from these names nothing will!
 
weed was beyond oversold

I trimmed some of more recent adds.....want MOAR
 
Yeah this is looking dead cat bounce-ish but really glad I positioned myself to take advantage. C21 starting to catch a bid now. Let's go!
 
Preston said:
Yeah this is looking dead cat bounce-ish but really glad I positioned myself to take advantage. C21 starting to catch a bid now. Let's go!
Click to expand...

the small names are awesome for big % moves.

GAGE up 10% since my buy on Monday....trimmed some
 
CH1 said:
the small names are awesome for big % moves.
Click to expand...
That's the goal here. Hoping the big names have a more sustained pop because a name like CXXI has been brutally beaten far harder than them. Usually that just means the bounce will be more aggressive.
 
Interesting article on Novavax that maybe @CH1 would be interested in. A nearly bankrupted company that has landed one of the best vaccines on the market. 96% protective on the original strain which is the very best. But where is the data on their US trial? And how many doses do they even have available? Production issues? What's going on?!!?!?!? Long but interesting article on the headaches that this entire process has entailed!

endpts.com

As fears mount over J&J and AstraZeneca, Novavax enters a shaky spotlight

As concerns rise around the J&J and AstraZeneca vaccines, global attention is increasingly turning to the little, 33-year-old, productless, bankruptcy-flirting biotech that could: Novavax. In the now 16-month race to ...
endpts.com endpts.com


/No position in $NVAX but I'm thinking about it! Boom or bust kind of play it seems. Down 36% from highs.
 
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My bud told me to buy NVAX last year at $20. It was one of many Covid spec plays I avoided. He still has a handful of shares. Those plays make me nervous when they are >200
 
CH1 said:
My bud told me to buy NVAX last year at $20. It was one of many Covid spec plays I avoided. He still has a handful of shares. Those plays make me nervous when they are >200
Click to expand...
When they released their phase 1 trial every single nerd in the twittersphere FAWNED over them. They had the best early data of all of the vaccines and the stock did not really make a move on it. I didn't even think about buying the stock because these companies weren't even on my radar as stonks. Dumbo Presto.
 
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