$1,000 follows their calls into $1,017
Lake Cornelia Research Management@CorneliaLakeOur thoughts on the Neclouds / HPC names after the pullback. $NBIS $CRWV $HUT $CORZ $APLD $IREN $WULF $ORCL
Lake Cornelia Research Management@CorneliaLake$STLN Needham highlighting this slide about Nexus adoption. With 300 / 791 providers in the MSO network already on Nexus (within 1 month of launch), there is a huge imbedded pipeline of pharmacy growth. Up until now, $STLN is only handling scripts from its owned clinics.
Lake Cornelia Research Management@CorneliaLake$SPCX is simply breathtaking in what they have accomplished - and may accomplish in short order. Anecdotes from my career: Lightsquared / Ligado Networks Saga: Phil Falcone was fresh off his massive subprime win in 2007-2008. His fund, Harbinger, would peak at $25+ billion of
Lake Cornelia Research Management@CorneliaLake$PRCH Thoughts on the deal
