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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
12
2
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
5
2
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
4
5
$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
8
4
5
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
2
4
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
1
2
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
1
3
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
21
7
4
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