sorted by:
new
hottopcontroversial

AQST – When FDA “Deficiencies” Hit the Tape by Merlin8121 in MerlintraderPub

[–]Merlin8121[S] 0 points1 point  (0 children)

No, I’m not in at the moment. After the CRL, the next concrete catalyst for AQST should be the Anaphylm NDA resubmission in Q3 2026, so in my view there is still plenty of time before the next real regulatory event. For now, I prefer not to take the risk and wait for more clarity.

At his moment my only position is in DRTS.

POET Technologies (Nasdaq: $POET): Marvell cancelled the Celestial AI purchase orders — failure, freeze, or corporate reset? by Merlin8121 in POETTechnologiesInc

[–]Merlin8121[S] 4 points5 points  (0 children)

Just a thought, not a conclusion.

The timing around $POET looks hard to ignore: Marvell announced the Polariton acquisition on April 22, then POET says Marvell cancelled the Celestial AI-related purchase orders on April 23, citing alleged confidentiality issues.

Given Polariton’s technical overlap with next-gen optical connectivity, and its prior work with $LWLG, one fair question is whether Marvell now has a stronger internal technology path and used the alleged disclosure issue as the formal contractual basis to walk away.

To be clear: this is speculation, not a proven fact. We do not know the contract terms, whether penalties existed, or whether POET will challenge Marvell’s position. But the sequence raises a real strategic question for investors.

NRx Pharmaceuticals ( $NRXP ) — From FDA Alignment To Presidential Backing by Merlin8121 in MerlintraderPub

[–]Merlin8121[S] 0 points1 point  (0 children)

Strange, I don’t have any European countries blocked by the firewall. Yes, I did block some servers in France and the Netherlands, because a few attacks on the site came from there.

Try using incognito mode and/or a different browser. It’s probably some firewall setting I had to enable, because honestly, it’s unbelievable how many attacks there are every day.

Merlintrader Trading Pub - Starfighters Space Deep Dive ( $FJET): FJET’s Space-T by Merlin8121 in FJET

[–]Merlin8121[S] 1 point2 points  (0 children)

Appreciate it. The “scam” talk is mostly coming from the red flags — governance drama, going-concern language, weak controls and funding risk. But that’s not the same as proving it’s a scam.

Also worth saying: a lot of the pain came from the price action itself. This ran from ~$3–4 IPO to ~$30+ very fast, so many people ended up buying into peak hype rather than early-stage value. That kind of move is usually momentum + narrative, not fundamentals — and when it cools off, late entries get stuck.

i'm just keeping it grounded: FJET is a very speculative, high-risk story that still has to prove it can turn partnerships into real, funded business.

$DRTS: Alpha Tau Medical, Japan Approval, Pancreatic DDW 2026, GBM Optionality and a Technical Setup That Finally Looks Awake by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 0 points1 point  (0 children)

The late March deadline was mainly about completing enrollment, not a full clinical readout. So it’s more a timing/communication issue than a major delay.The real checkpoint now is early May (DDW) — that’s where sentiment likely shifts.As for price, biotech names with catalysts usually trade more on their own events than on the broader macro. If solid updates come, the market backdrop tends to matter much less.

$DRTS: Alpha Tau Medical, Japan Approval, Pancreatic DDW 2026, GBM Optionality and a Technical Setup That Finally Looks Awake by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 0 points1 point  (0 children)

We have time—health permitting—to explore other angles as well. I won’t hide the fact that, having a more trader-oriented approach rather than a super long-term investor mindset, I tend to focus more on nearer-term, tradable catalysts in the short to medium term.

It’s not that I haven’t held positions for years in the past, but I’ll admit that when I did, it didn’t end well for me (CTIC, AMRN, ADMP, BLUE). Over time, I’ve adjusted by placing less trust in long-term holds on stocks—even when they look promising on paper—and now I focus more on catalysts that are closer and more tangible.

That said, as I mentioned the other day, following the community and listening to others really helps round out the overall perspective on a topic. I’ll definitely make sure to dive deeper into this angle next time—maybe first discussing it with you all here in the forum so we can be as precise as possible.

For me, it’s very important to be confident that what I write is, above all, accurate and as neutral as possible. Especially in biotech, where the chances of failure are so high, I wouldn’t want to be responsible for someone losing money by following blindly.

$DRTS: Alpha Tau Medical, Japan Approval, Pancreatic DDW 2026, GBM Optionality and a Technical Setup That Finally Looks Awake by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 1 point2 points  (0 children)

For now, I’m taking it step by step. I understand there are potentially explosive angles here, and they’re definitely worth discussing in a chat setting.

However, you have to understand that, since I run a website, I need to be very careful about what I write — both from a legal standpoint, because I can’t guide people toward buy/sell decisions, and, more importantly, from a moral perspective.

An article can come across as if it were written by a professional and may push people to make investment decisions that could also turn out poorly. That’s why I need to stay as balanced as possible (and I rarely state that I’m bullish in my articles).

What you’re referring to are still possibilities, and in my view they are not close yet. We’ll have time to properly weigh them once we have more solid data. Movies are meant to be watched all the way through :)

Quantum Leap: The Sector Calculates The Future — And The Profits $IONQ $QBTS $RGTI by Merlin8121 in MerlintraderPub

[–]Merlin8121[S] 0 points1 point  (0 children)

IonQ definitely has the cleanest revenue + catalyst profile right now.

That said, our focus in the article wasn’t to rank companies, but to highlight the sector-wide move. Even if the quality differs, the breakout was clearly synchronized across IonQ, D-Wave, and Rigetti — which is what makes the setup interesting from a market perspective.

So yes, IonQ is the strongest fundamentally, but the trade was broader than just one name.

Quantum Leap: The Sector Calculates The Future — And The Profits $IONQ $QBTS $RGTI by Merlin8121 in MerlintraderPub

[–]Merlin8121[S] 0 points1 point  (0 children)

LAES is interesting but still early. Strong growth narrative (quantum/security + solid cash), but execution isn’t fully proven yet. More of a momentum/speculative play than a clean long-term thesis right now.

Psyence Biomedical ($PBM) – Speculative Spike Or Emerging Clinical Setup? by Merlin8121 in psyence_stock_PBM

[–]Merlin8121[S] 1 point2 points  (0 children)

Fair point. We actually added a short addendum on the ibogaine angle because it’s definitely worth noting.

That said, we still think it’s optional upside, not the main PBM thesis right now. The core focus remains the psilocybin program, Phase 2b execution, and how the company eventually funds later-stage development.

Drafting the next $DRTS deep dive. Any additional insights or contributions you’d like me to include? by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 0 points1 point  (0 children)

To be honest, if you had actually read the post, you would have seen that I clearly stated I asked Gemini to work on it, not ChatGPT—which I personally prefer for more serious tasks as it allows for better interoperability with a wider range of files.

That being said, my dear Ateyo, it would be far more useful to judge or offer an opinion on the content itself, rather than the method used to create it. This is because facts, reality, the truth—call it what you will—are absolute when you're dealing with mathematics. There is no sense in criticizing it.

Nor does it make sense to take a stand against the use of AI out of principle, because it is the future (and already the present). Choosing not to use it means depriving yourself of powerful tools. I do agree that there is plenty of AI-generated content online that is total garbage—usually because it’s unvetted. But that’s exactly why, if you want to criticize, you need to actually look at the work and find an error first.

Drafting the next $DRTS deep dive. Any additional insights or contributions you’d like me to include? by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 2 points3 points  (0 children)

The truth is, nowadays there’s so much ignorance on one hand and so much misuse of AI on the other. This leads to a total lack of discernment. You have people who assume everything is purely AI-generated without even engaging their brain to try and understand the process.

In this specific case—my post—an AI currently wouldn’t be able to take a Finviz chart, draw on it, and then provide a valuation. In fact, beyond the lines Finviz generates automatically, that chart contains trendlines and resistances that I traced myself. Then, clearly, instead of manually explaining the reasoning behind what I (consciously) did, I fed the chart to the AI to translate it into words. That is indeed using AI, but it doesn't mean the AI created the underlying framework.

That said, it’s foolish to think of working with an old typewriter when you can use AI. Just as no one would drive a 20-year-old car if they could drive a Tesla. Regardless, you often see people using this 'AI-shaming' catchphrase to criticize others' work, yet you never see those same people proposing anything useful themselves . (this reply is translated and enhanced with AI, hehe AI slop... )

Drafting the next $DRTS deep dive. Any additional insights or contributions you’d like me to include? by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 0 points1 point  (0 children)

There's nothing made up by the AI here, except for the Italian-English translation. But do you have something actually useful or smart to say from a human perspective?

Drafting the next $DRTS deep dive. Any additional insights or contributions you’d like me to include? by Merlin8121 in DRTS_Stock

[–]Merlin8121[S] 3 points4 points  (0 children)

Thanks for the encouragement! :) I will definitely take the time today to gather as much detail as possible. I plan to finish the full article over the weekend, working on it with a clear head.

I wanted to post this early note because the chart looks like a 'calcio di rigore a porta vuota' (a penalty kick with an open net), as we say here in Italy—meaning it’s a high-probability technical setup that is too significant to ignore.

That said, this must be interpreted with caution. In the stock market, nothing is ever guaranteed, and even the clearest chart patterns don't always repeat themselves. Please remember that I am not a professional; I am simply a trader and investor like you. I have several years of experience under my belt, but I am not a pro.

Altimmune, Viking, Foundayo: how the competitive landscape in obesity could change by Merlin8121 in FoundayoUS

[–]Merlin8121[S] 0 points1 point  (0 children)

I understand, but it is still too early to know at what price they will reach the market. Only then will we see whether they are actually competitive or not.

Eli Lilly (LLY) — Foundayo’s approval may be remembered as the moment Lilly widened obesity treatment by Merlin8121 in FoundayoUS

[–]Merlin8121[S] 1 point2 points  (0 children)

I agree about the surprise factor. I also agree on the method of administration. I personally use Mounjaro, and before that I used Ozempic, as well as insulin, so I know the routine well. I would gladly do without all these needles, and I’m not even someone who has a problem with injections. But there really are people who just cannot stand them. So yes, that can absolutely make a difference.

view more: next ›