$1,000 follows their calls into $961
Odd Hoot Capital@OddhootcapitalLuca mining $luca.v first it held against 50 SMA, now against 8 and 20 SMA. I believe we are gonna test 1.2 and then 1.5 soon. Only issue might be copper prices looking like they are topping out.
Odd Hoot Capital@OddhootcapitalStarted a position in $insm. We had a revenue beat (by 8%), guidance raise (by 30%), longterm guidance raise (14 Bn sales) But price back to where it was before that for no good reason. 50% qoq growth. Should be easy triple in 3-5 years.
Odd Hoot Capital@OddhootcapitalAfter last week's super strong price action, next targets for $iova are at 6.3, 7.5 and 10. All waiting for lung cancer data in h2.
Odd Hoot Capital@OddhootcapitalLuca mining first it held against 50 SMA, now against 8 and 20 SMA. I believe we are gonna test 1.2 and then 1.5 soon. Only issue might be copper prices looking like they are topping out.
Odd Hoot Capital@OddhootcapitalNow $ENVX at 530M market cap but 40M annual sales so 12 P/S with 30% growth. But 475M in short term investments. We need one $meta $snap or smartphone customer and this is up 80% over night and 3x in a year. I like this risk reward so will re-enter.
Lynn@Lynnslife2737$ENVX Q3’26 Revenue $11.0 Million Up 38% Year/Year Oct 12, 2026 Drone, Defense and Industrial Pipeline Grows to $216 Million Leadership Team Realigned for Drone and Defense Growth Steve Bakos Named as Our First Chief Revenue Officer
