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WEEKLY REVIEW / Memorable Trades

Memorable trades executed with commentaries for this week.

December 2, 2024 to December 6, 2024 4:00 PM



 

For this week an initial hypothetical investment of $10,000 yielded $100,965 (that's right / $$100,965 and the first time over a two year period that $100,000 or more was recorded) in net gains from the companies of our memorable trades. Naturally, the fully documented results as stated may not represent future transactions, but if history is the judge, our G-101-SPM AI algorithm is the the best there is.


"FEAR IS NOT AN OPTION!"

THE FORMULA FOR MAKING BIG MONEY IN THE STOCK MARKET IS INVESTING WITHOUT FEAR, KNOWING THAT THE DATA SUPPORTING THE DECISION IS THE BEST THERE IS.


PART ONE

 12.6.24

 OPTIONACTION

 SELL CALL OPTIONS / TAKE PROFIT

 $HPE $23.75.

 HOLD CALL OPTIONS

 HPE December 6, 2024 $22.00 $1.75 bid

 Original cost $0.83 (12.5.24).

 

12.6.24

 $SMMT $17.85 bid. *DAC (dollar average cost includes partial sales to reduce cost to zero). EXIT $40.00 long term.

 BRIEF: Summit Therapeutics (SMMT) initiated with a Buy at Jefferies; tgt $31.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.6.24

 $ASAN $19.09 +3.53. *DAC (dollar average cost includes six BUYS over 12-months with last on 8.12.24 $12.44) (6) $15.635.

 CHANGE EXIT TO $32.00 FROM $20.00.

 note: Add Legacy Holding status.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.6.24

$GTLB $71.63 +5.59 bid. DAC (dollar average cost) 63.67 (12.3.24). EXIT $75.00.

 CHANGE EXIT TO $85.00 FROM $75.00 (midterm).

 UPDATE: Reports Q3 (Oct) earnings of $0.23 per share, $0.08 better than consensus of $0.15; revenues rose 31.0% year/year to $196.05 mln vs the $187.92 mln.

 Co issues upside guidance for Q4 (Jan), sees EPS of $0.22-0.23 vs. $0.14 FactSet Consensus; sees Q4 revs of $205-206 mln vs. $204.42 mln.

 

 12.5.24

 $IONQ $37.53 +4.12 *DAC (dollar average cost includes partial sale of long position to reduce cost to zero).

Original BUY was at $15.53 on 8.11.23 as Legacy Holding status to $50.00 EXIT.

 BRIEF: IonQ (IONQ) shares jumped 7.3% after the company delivered its first data center-deployable IonQ Forte Enterprise quantum computer in Europe.

 ________

 ^^ $15.53 (8.11.23) BUY

 ^^ $10.58 (1.18.24) BUY - add to position

 ^^ $ 9.91 (2.29.24) BUY - add to position

 ^^ $ 7.39 (4.16.24) BUY - add to position

 ^^ $23.95 (11.8.24) SOLD 25%.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.5.24

 $YMAB $10.94 bid. *DAC (dollar average cost includes partial aske to reduce cost to $5.25). EXIT $26.00 long term.

 BRIEF: Brookline Capital Initiates Y-mAbs Therapeutics at Buy With $17 Price Target.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.5.24

 $HPE $22.52 bid. DAC (dollar average cost) $21.69 (12.4.24). EXIT $25.00.

 BRIEF: Morgan Stanley analyst Meta Marshall upgrades Hewlett Packard(HPE) from Equal-Weight to Overweight and raises the price target from $23 to $28.

 

 12.4.24

 $CXM $9.85 bid. DAC (6) $9.11 last $7.84 (9.5.24). EXIT $14.00.

 BRIEF: Sprinklr beats by $0.02, beats on revs; guides Q4 EPS below consensus, revs above consensus.

 

 12.4.24

 $GTLB $66.60 +2.82. DAC (dollar average cost) $63.67 (12.3.24). EXIT $75.00. EA12.5

 REVIEW: GitLab beat analysts’ revenue expectations by 3.1% last quarter, reporting revenues of $182.6 million, up 30.8% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ billings estimates and EPS guidance for next quarter carrying SPM 88.07 tag to suggests a move to our * $75.00 target.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.4.24

 $U $26.34 +1.90 bid. *DAC (dollar average cost includes partial sale at $22.27 (9.22.24) to reduce net cost to $18.09.

 CHANGE EXIT TO $35.00 FROM $25.00.

 OPTIONACTION

 BRIEF: Bullish option flow detected in Unity Software(U) with 56,936 calls trading, 3x expected, and implied vol increasing almost 6 points to 67.44%. Jan-25 30 calls and Feb-25 35 calls are the most active options, with total volume in those strikes near 14,400 contracts. The Put/Call Ratio is 0.20. Earnings are expected on February 24th.

 

12.4.24

 $EYPT $8.38 ask. BUY/REVISIT carries SPM 87.19 tag to $13.50 in midterm. note: Sold at $12.02 (10.29.24) on compromised tag, REVISIT is partly based to improve SPM tag on the following: Today announced that the first patient has been dosed in the LUCIA trial, the Company's second global Phase 3 clinical trial of DURAVYU, formerly EYP-1901, for the treatment of wet age-related macular degeneration (wet AMD). DURAVYU is an investigational sustained delivery therapy delivering patent-protected vorolanib, a selective tyrosine kinase inhibitor formulated in proprietary bioerodible Durasert E™ for sustained intraocular delivery.

 

 12.4.24

 $POET $5.41 bid. DAC (dollar average cost) $3.35 (9.18.24). EXIT $8.00.

 UPDATE: Announced that it has completed its previously announced registered direct offering with a single institutional investor that qualifies as an "accredited investor" under National Instrument 45-106 – Prospectus Exemptions of the Canadian Securities Administrators. The Corporation issued 5,555,556 common shares (the "Common Shares") and a warrant exercisable to acquire up to 2,777,778 Common Shares (the "Warrants") to the investor for aggregate gross proceeds of US$25,000,002 (the “Offering”). The combined price of one Common Share and accompanying Warrant in respect of one-half of one Common Share was US$4.50 (or approximately C$6.29). The exercise price of the Warrant is US$6.00 (or approximately C$8.39) per Common Share, and the Warrant is exercisable for a period of five years from the date of issuance.

 

12.3.24

 $APLD $9.45 bid. DAC (dollar average cost) $6.81 (11.15.24).

 CHANGE EXIT TO $13.00 FROM $10.00 on improved value of SPM tag.

 

 12.3.24

 $YEXT $8.44 bid. DAC (dollar average cost (3) $5.64 last $4.26 (6.10.24). CHANGE EXIT TO $12.00 FROM $8.00. EA12.91

 

 12.3.24

 $IKT $2.72 bid. SELL/TAKE PROFIT on compromised SPM tag. DAC (dollar average cost) (4) $1.985 last $1.85 (11.21.24).

 PLAN TO REVISIT.

 

 12.3.24

 $AKBA $2.13 bid. DAC (dollar average cost) $1.15 (7.11.24).

 CHANGE EXIT TO $3.50 FROM $2.25.

 UPDATE: Announced that in late November U.S. Renal Care (USRC) enrolled the first patient in its Vafseo® (vadadustat) Outcomes In-Center Experience (VOICE) collaborative trial. A

 “We look forward to begin treating CKD anemia patients on dialysis with Vafseo ahead of its anticipated market launch in January 2025," said Steven K. Burke, M.D., Chief Medical Officer of Akebia. "The study has been designed to evaluate Vafseo safety and efficacy when dosed three times a week to align with patients' current dialysis schedule as well as to explore additional potential patient benefits.”

 note: Vafseo was approved by the U.S. Food and Drug Administration in March 2024 for the treatment of anemia due to chronic kidney disease (CKD) in adults who have been receiving dialysis for at least three months; expected to be available in the U.S. in January 2025.

 

12.03.24

 $SMCI $44.82 bid. DAC (dollar average cost) (2) $38.475 last $37.65 (12.2.24). EXIT $50.00 (Second Tier).

 OVERVIEW: Super Micro Computer, Inc. shares jumped around 29% after the company announced it completed a review by an independent special committee and stated EY’s conclusions were not supported by findings.

note:

 ^The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the “Greed” zone on Monday.

 ^ $SPX S&P 500 surged to fresh highs during yesterday's session.

 

 12.02.24

 $SMCI $37.65 ask. BUY/ADD TO LONG POSITION. UPDATE: Holds long position to $50.00 EXIT. UPDATE: Today announced independent Special Committee 's findings: ^Special Committee, supported by outside counsel Cooley LLP and forensic accounting firm Secretariat Advisors, LLC, finds no evidence of misconduct on the part of management or the Board of Directors and that the Audit Committee acted independently ^No restatement of reported financials expected

 

12.02.24

$DCTH $11.85 bid. *DAC (dollar average cost includes partial sales to reduced net cost to $2.8425).

 EXIT $25.00.

 UPDATE: Delcath announces that the U.S. FDA has completed its 30-day review of the Company's Investigational New Drug application for a Phase 2 clinical trial evaluating HEPZATO in combination with standard of care for liver-dominant metastatic colorectal cancer.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

12.02.24

$IONQ $36.60 bid. * DAC (dollar average cost includes partial sale of long position to create zero cost).

CHANGE EXIT TO $50.00 FROM $35.00

Maintain Legacy Holding status.

OVERVIEW: Pure play on quantum technology, specializing in trapped ion quantum computing.

 note: Trapped ion quantum computing uses individual ions suspended in a vacuum as qubits, offering several advantages over other quantum computing technologies, such as high fidelity, long coherence times, and precise control. The firm is looking to dominate in quantum networking — a field that could be worth $38 billion by 2040.

 In turn, this has led to major deals and partnerships, including a $54.5 million contract with the U.S. Air Force Research Lab and year-to-date bookings of $72.8 million.

 * Click SEARCH (magnifying glass) icon on our landing page to review the postings.

 

PART TWO

Our AI algorithm is an investment predictor that gathers data from 129 preset sources and presents the values as a SPM matrix number. The database tracks over 5215 individual stocks with each one carrying a "floating" SPM tag. The higher the value the greater the subjective probability of the collective data being accurate, and culminating with the issuance of an auxiliary SPM tag.


^Follow the daily abstracts: SPMNOTES, FIRSTLOOK, OPTIONACTION, INSIDERS, DILUTION, SHOWTIME, NOISE,  FLASHTRADE,  QUESTIONBOX and SURVEY.

^DAC means “dollar average cost” and determines the true cost of the investment position during the cycle of the trade.

IDEA: Devote quality time to understand how to apply the data as a "positional investor."

* Click https://stocktwits.com/G101SPM SEARCH on (magnifying glass) icon on our landing page to review the postings.

 

MISSION STATEMENT: To prove that non-human intervention by an analytical chatbot is far superior than the other kind. The rise of generative AI (GenAI) models, like OpenAI’s GPT, has accelerated our transformation. These tools do more than process data, G-101 SPM AI generates meaningful content, automate workflows, and unlock insights in ways traditional AI could never achieve







ARE YOU READY TO MAKE BIG MONEY IN THE STOCK MARKET?



 



 


 

 

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