Deep Dives/Trade Alerts

Trade Alert #4: $SVCO at $6.30. The CEO Bought at the Bottom. Here's Why.

A semiconductor design software company trading at 2.8x revenue when its peers trade at 11x. The CEO, CFO, and Chair all bought shares at the all-time…

Mar 25 • Alexander Sterling MD

Trade Alert #3: $ACRS at $3.65. Four Clinical Programs for the Price of Zero.

In the past 24 months, pharmaceutical companies have spent $6.4 billion acquiring clinical-stage dermatology and immunology assets. One company’s entire…

Mar 24 • Alexander Sterling MD

Trade Alert #2: A Binary Catalyst Bet on the Blood-Brain Barrier

Four pharma companies have committed $6.8 billion in milestone payments for a technology the market values at $63 million. 12 months will determine who…

Mar 16 • Alexander Sterling MD

$SKBL: The Nuclear Fuel Shell Game

Inside the ASP Isotopes acquisition vehicle positioning at the epicentre of the Western HALEU supply crisis — and whether the stock is a mispriced…

Mar 12 • Alexander Sterling MD

BAND — The AI Voice Infrastructure Play Trading at 1× Revenue

Bandwidth Inc. owns the pipes every AI voice agent needs. The market hasn’t noticed yet.

Mar 10 • Alexander Sterling MD

The $900M Disconnect: Dissecting Neurogene (NGNE)

Exceptional clinical data, massive insider buying, and a 67% short interest. Why this Rett syndrome gene therapy is a masterclass in conditional entry.

Mar 2 • Alexander Sterling MD

VNET Group: China’s AI Infrastructure Engine Is Just Getting Started

Wholesale data center revenue up 83% year-over-year. 783 MW in service and accelerating. Our proprietary screening system flagged this at $10.40 …

Feb 18 • Alexander Sterling MD

ASP Isotopes: The $600M Company Betting on the Periodic Table

Our modelling and price targets show significant upside potential over the next 12-months if the team can show positive progress

Feb 15 • Alexander Sterling MD

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