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9:17LONG
“it's going to be one of the best-selling drugs … this controversy will be forgotten.”
@Martin Shkreli Streams
AbbVie a long, Vyalev becomes one of best selling drugs once controversy fades
ABBVLONG@ $257.99
$253.77-1.64%
since call Jun 26
peak +5.4%
“I'm gonna refresh on Serapto. … I'm going to look at the Serapto model in a minute.”
@Martin Shkreli Streams
Sarepta to be bought, adding to position on a refresh of the model
SRPTLONG@ $17.15
$15.04-12.28%
since call Jun 26
peak +11.7%
“a year ago, same quarter, Nvidia had slightly more revenue than the total HBM market. Now it's inverted.”
@Martin Shkreli Streams
NVIDIA losing the value crown to memory and now a bear is forming, HBM is a rising cost to them
NVDASHORT@ $187.98
$199.65-6.21%
since call Jun 26
peak +1.3%
“Spruce Biosciences held long, building up a position in the name”
@Martin Shkreli Streams
Spruce Biosciences held long, building up a position in the name
SPRBLONG@ $56.05
$42.58-24.03%
since call Jun 26
84:06LONG
“basically just long a couple biotech stocks. So I have AbbVie, BioCryst, which I talked about yesterday, Spruce. I'm still building it.”
@Martin Shkreli Streams
BioCryst held long as a core biotech position in the portfolio
BCRXLONG@ $10.04
$8.82-12.22%
since call Jun 26
“Biohaven's up a lot … since the back up the truck recommendation. They might get FDA approval.”
@Martin Shkreli Streams
Biohaven nearing FDA approval; back up the truck name already running
BHVNLONG@ $16.10
$13.42-16.65%
since call Jun 26
“Bloom Energy down 12%. I wonder if Bloom is a short. Could be a short.”
@Martin Shkreli Streams
Bloom Energy down 12%, could be a short
BESHORT@ $256.52
$205.47+19.90%
since call Jun 26
peak +37.1%
“the transceiver companies are … also crushing it.”
@Martin Shkreli Streams
Optics and transceiver companies crushing it on AI buildout
COHRLONG@ $384.23
$257.90-32.88%
since call Jun 26
“Also interested in this Prax. Might buy a little Prax.”
@Martin Shkreli Streams
Prax worth a small buy
PRAXLONG@ $332.46
$303.85-8.61%
since call Jun 26
“Okay, one guy says buy BLZE. He's been a customer for 16 months, so I'm definitely going to do that just off GP. On GP.”
@Martin Shkreli Streams
Backblaze bought on customer recommendation
BLZELONG@ $14.82
$13.73-7.39%
since call Jun 26
peak +17.6%
“Long Insmed”
@Martin Shkreli Streams
Long Insmed
INSMLONG@ $102.42
$96.32-5.96%
since call Jun 26
peak +7.4%
“Revolution Medicines a name we like”
@Martin Shkreli Streams
Revolution Medicines a name we like
RVMDLONG@ $185.44
$189.73+2.31%
since call Jun 26
peak +5.6%
TIMESTAMPS
9:17
28:34
54:45
84:06
84:06
102:54
105:48
106:08
129:21
132:03
134:01
137:19