D1 Fun
@d1fun.bsky.social
i buy things and sell things w the goal of making $ for those i love, those that trust me & myself. at times without disclosures
do not copy me or trade bc of me. here to share & debate, not advise. i change my mind often & get lots of things wrong
do not copy me or trade bc of me. here to share & debate, not advise. i change my mind often & get lots of things wrong
"do reports for customers" - what do u mean
November 13, 2025 at 5:14 AM
"do reports for customers" - what do u mean
u dont need levg
abeo can 5x if they can get this over $1B sales in '27. and more if more. big if
abeo can 5x if they can get this over $1B sales in '27. and more if more. big if
November 13, 2025 at 5:14 AM
u dont need levg
abeo can 5x if they can get this over $1B sales in '27. and more if more. big if
abeo can 5x if they can get this over $1B sales in '27. and more if more. big if
you're living in a pod dominated world mr pitti. ain't your early 2000s mkt anymore
fine if u buy and hold w/ <100% gross levg and go to the beach
but not ideal if u want to optimize IRR or use any levg
fine if u buy and hold w/ <100% gross levg and go to the beach
but not ideal if u want to optimize IRR or use any levg
November 13, 2025 at 5:05 AM
you're living in a pod dominated world mr pitti. ain't your early 2000s mkt anymore
fine if u buy and hold w/ <100% gross levg and go to the beach
but not ideal if u want to optimize IRR or use any levg
fine if u buy and hold w/ <100% gross levg and go to the beach
but not ideal if u want to optimize IRR or use any levg
what gives you confidence they can scale this profitably w/ such complex / bespoke manufacturing?
that's prob the only way u lose money here
given there's very real demand, a real FDA approved solution, confirmed insurance coverage, and i think the krys / gel bear case is nonsense
that's prob the only way u lose money here
given there's very real demand, a real FDA approved solution, confirmed insurance coverage, and i think the krys / gel bear case is nonsense
November 13, 2025 at 5:02 AM
what gives you confidence they can scale this profitably w/ such complex / bespoke manufacturing?
that's prob the only way u lose money here
given there's very real demand, a real FDA approved solution, confirmed insurance coverage, and i think the krys / gel bear case is nonsense
that's prob the only way u lose money here
given there's very real demand, a real FDA approved solution, confirmed insurance coverage, and i think the krys / gel bear case is nonsense
basically the opposite set up of last time we spoke
most pre-rev bio's up 100-1000%, while abeo negative
most bios with positive EVs, while abeo (effectively) worth 0
i like it today
most pre-rev bio's up 100-1000%, while abeo negative
most bios with positive EVs, while abeo (effectively) worth 0
i like it today
November 13, 2025 at 4:58 AM
basically the opposite set up of last time we spoke
most pre-rev bio's up 100-1000%, while abeo negative
most bios with positive EVs, while abeo (effectively) worth 0
i like it today
most pre-rev bio's up 100-1000%, while abeo negative
most bios with positive EVs, while abeo (effectively) worth 0
i like it today
this mgmt team has a bad history. many mgmt teams have historys of execution
shorts didnt manipulate. they were right. mgmt team overpromised & underdelivered, and the street was left wondering why no patients had been treated even tho approval was in april
certainly looks very interesting now tho
shorts didnt manipulate. they were right. mgmt team overpromised & underdelivered, and the street was left wondering why no patients had been treated even tho approval was in april
certainly looks very interesting now tho
November 13, 2025 at 4:58 AM
this mgmt team has a bad history. many mgmt teams have historys of execution
shorts didnt manipulate. they were right. mgmt team overpromised & underdelivered, and the street was left wondering why no patients had been treated even tho approval was in april
certainly looks very interesting now tho
shorts didnt manipulate. they were right. mgmt team overpromised & underdelivered, and the street was left wondering why no patients had been treated even tho approval was in april
certainly looks very interesting now tho
yeah i read the release + call this morn. explanation made sense, but still no tangible proof they can execute yet
was a crowded short going into this morn bc everyone knew no patients had been treated yet, even tho they guided for several in q3 and ~10 in '25. looks like itll be 0 in q3 & 1 in '25
was a crowded short going into this morn bc everyone knew no patients had been treated yet, even tho they guided for several in q3 and ~10 in '25. looks like itll be 0 in q3 & 1 in '25
November 13, 2025 at 4:50 AM
yeah i read the release + call this morn. explanation made sense, but still no tangible proof they can execute yet
was a crowded short going into this morn bc everyone knew no patients had been treated yet, even tho they guided for several in q3 and ~10 in '25. looks like itll be 0 in q3 & 1 in '25
was a crowded short going into this morn bc everyone knew no patients had been treated yet, even tho they guided for several in q3 and ~10 in '25. looks like itll be 0 in q3 & 1 in '25
darn. that's a real tough batch
November 13, 2025 at 4:47 AM
darn. that's a real tough batch
genuine question (not meant as a victory lap)
what's going on here?
bbc index up 125%+ since april lows
many co's i follow up 200-1000%+
while abeo not just negative, but down from *pre* FDA approval price
can this team execute commercially? really just one off sterility assay false positive?
what's going on here?
bbc index up 125%+ since april lows
many co's i follow up 200-1000%+
while abeo not just negative, but down from *pre* FDA approval price
can this team execute commercially? really just one off sterility assay false positive?
November 13, 2025 at 4:31 AM
genuine question (not meant as a victory lap)
what's going on here?
bbc index up 125%+ since april lows
many co's i follow up 200-1000%+
while abeo not just negative, but down from *pre* FDA approval price
can this team execute commercially? really just one off sterility assay false positive?
what's going on here?
bbc index up 125%+ since april lows
many co's i follow up 200-1000%+
while abeo not just negative, but down from *pre* FDA approval price
can this team execute commercially? really just one off sterility assay false positive?
suspiciously impeccable (roaring kitty return on ur exit last yr…)
October 24, 2025 at 10:24 PM
rest now, my king
congrats on a great bday wk
congrats on a great bday wk
October 24, 2025 at 10:23 PM
rest now, my king
congrats on a great bday wk
congrats on a great bday wk
eg something like the feb 4c’s ?
October 22, 2025 at 1:25 PM
eg something like the feb 4c’s ?
it’s a great forum if you’re interested in learning about your counterparty
October 22, 2025 at 3:16 AM
it’s a great forum if you’re interested in learning about your counterparty
the thing that would make me happiest is if u hung with us for another year or two
a little girl from despicable me is saying please dont go i need you !
ALT: a little girl from despicable me is saying please dont go i need you !
media.tenor.com
October 21, 2025 at 1:25 AM
the thing that would make me happiest is if u hung with us for another year or two
Happy birthday sparty
Hope u took some time to celebrate this weekend
🥂⚱️
Hope u took some time to celebrate this weekend
🥂⚱️
alice from alice in wonderland is holding a pink cake
ALT: alice from alice in wonderland is holding a pink cake
media.tenor.com
October 20, 2025 at 4:59 AM
Happy birthday sparty
Hope u took some time to celebrate this weekend
🥂⚱️
Hope u took some time to celebrate this weekend
🥂⚱️
why not just put on a small say <50bps short, and set &forget
similar to iren nbis cifr apld crwv neoclouds?
u know the outcome. size tiny and ignore the path?
similar to iren nbis cifr apld crwv neoclouds?
u know the outcome. size tiny and ignore the path?
October 14, 2025 at 1:19 AM
why not just put on a small say <50bps short, and set &forget
similar to iren nbis cifr apld crwv neoclouds?
u know the outcome. size tiny and ignore the path?
similar to iren nbis cifr apld crwv neoclouds?
u know the outcome. size tiny and ignore the path?
better than ur beloved plat?
October 13, 2025 at 2:32 AM
better than ur beloved plat?
tempted to go 100% all-in long dated OTM calls in a retirement acct
October 13, 2025 at 2:27 AM
tempted to go 100% all-in long dated OTM calls in a retirement acct
think this is the only asset that hasnt run vs USD in the Great Debasement Trade of '25
October 13, 2025 at 2:26 AM
think this is the only asset that hasnt run vs USD in the Great Debasement Trade of '25