Real-time coverage of SEC filings. Track market-moving events, insider activity & catalysts before they hit the headlines. https://teapawt.org/t.co/CqUze3H3Oq
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$TSLA Tesla’s scale, $LCID LUCID’s sourcing agreements, and $GPHOF Graphite One’s U.S. mine-to-anode plans highlight graphite’s essential battery role and efforts to build a secure domestic anode supply chain (all graphite imported as of now). Read here.
secfilings.com/news/the-othe…
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The next AI winners won't just build better models. They'll own the workflows that generate revenue.
$PLTR is transforming enterprise operations. $AIRDF ($AIDR) is bringing AI-powered infrastructure to independent physicians.
Different markets. Same question: Who gets paid?
neuralcapital.ai/articles/be…
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$AMZN and $SHOP sit at the front end of an enormous packaging system. The harder problem comes after delivery.
$ADUR is working further downstream, turning difficult plastic waste into hydrocarbon feedstock that has already been pilot steam-cracked as produced.
A look at the packaging problem after the checkout.
secfilings.com/news/the-pack…
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HHS has opened an interim compounding path for select peptides, with BPC-157 listed first and oral + topical routes recognized alongside injection.
$HIMS says BPC-157 could join Peptides+ “when allowable.” $PNGAF is already built around needle-free formats plus a 16-therapy U.S. telehealth formulary.
A look at what happens when peptides leave the needle.
secfilings.com/news/when-pep…
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What is a consumer brand worth? A look at sales multiples for $MAMA, $WDFC, and $AXIL and why the market is assigning different value to each company's revenue. High growth and durability/scale fuel the first two. Are Axil Brands' fundamentals overlooked?
secfilings.com/news/what-is-…
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$GPHOF Graphite One advancing its plan to complete a domestic American supply chain for graphite and anodes crucial to EV and BESS battery applications. Relying on China is no way to conduct business when we can do it ourselves.
Graphite One $GPH.V | $GPHOF Secures Final Ohio Air Permit, Supporting Further Progress towards Planned Construction for US$80 Million Phase 1 Anode Plant
▶️ Full Release: hubs.li/Q04C_4WY0
SECFilings retweeted
TEMPUS AI $TEM JUST REPORTED Q3 EARNINGS
- Revenue: $411.5M, beating expectations of $409M 🟢
- Adj EPS: $0.07, beating expectations of -$0.08 🟢
- Adj EBITDA: $25.6M
Raises FY26 Guidance:
- Revenue: $1.60B-$1.61B, above expectations of $1.59B 🟢
- Adj EBITDA: ~$65M
Key Updates:
- FDA: Two 510(k) clearances for ECG-PH and ECG-MR
- Data Licensing: >$550M bookings YTD (BMS deals up to $137.5M and $55M)
SECFilings retweeted
Exciting News: Florida, we’re here! 📷
Rocket Doctor is now officially live in Florida, the third largest state in the country.
Right now, over 1 in 3 Floridians live in areas with only 40% of the primary care doctors they need.
Florida, let’s get you the care you deserve.
$MRVL’s $115B all-stock deal for $LITE is a reminder of what technology can become once it is proven at scale.
$ADUR is still earlier in that journey, moving from continuous pilot performance and cracker testing toward its first 10,000 t/yr FOAK at Chemelot.
A look at the value of proven scale.
secfilings.com/news/the-valu…
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Peptide access is opening up.
$HIMS says BPC-157 could be added to Peptides+ “when allowable” as HHS creates an interim compounding path for select peptides.
$PNGAF already sells a needle-free BPC-157 patch and now runs a 16-therapy U.S. telehealth formulary across all 50 states.
A timely reason to revisit when delivery becomes the brand.
secfilings.com/news/when-del…
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AI healthcare still has a map.
$TEM is scaling intelligence through clinical data and software. $AIRDF is scaling access state by state — Florida is now live, joining California, New York and Maryland, with 12+ physicians onboarded at launch.
A look at the geography of AI healthcare.
secfilings.com/news/the-geog…
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SECFilings retweeted
The future of AI isn't just in the cloud. It's behind the wheel.
$CRNC, $SOUN and $NVDA are helping bring conversational AI into the automotive industry.
Our latest Neural Capital profile explores Cerence's technology, financial progress and growth opportunities.
#CRNC #SOUN #NVDA
neuralcapital.ai/articles/th…
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SECFilings retweeted
AI's next big bottleneck may not be computing power. It may be electricity.
$VRT, $GEV and $BE are helping build the infrastructure powering the AI revolution.
Our latest Neural Capital article examines how these three companies are capitalizing on surging demand for data center power.
#VRT #GEV #BE
neuralcapital.ai/articles/th…
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The peptide market is getting bigger—and broader.
$LLY is pushing the therapeutic frontier with next-generation incretins like retatrutide.
$PNGAF is expanding the access side, growing its U.S. telehealth formulary to 16 prescription therapies across seven categories, alongside patches and oral/topical products.
A fresh reason to revisit what comes after better weight loss.
secfilings.com/news/what-com…
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$UNH shows how much digital care still depends on the payer. $OSCR is building a more technology-driven insurance experience.
$AIRDF sits on the delivery side, with 53,348 Q3 visits, U.S. visits up 56% QoQ and more than 20 in-network payer relationships.
A look at who pays for digital care.
secfilings.com/news/who-pays…
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$XOM is scaling advanced recycling inside one of the world’s largest petrochemical systems.
$ADUR is working from the other direction, developing waste-plastic oil designed to re-enter existing infrastructure without additional hydrotreatment or dilution.
A look at when plastic waste starts behaving like feedstock.
secfilings.com/news/when-pla…
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America's next national security challenge may be buried beneath Nevada's desert.
As Washington races to reduce dependence on foreign lithium supply chains, Nevada's vast mineral resources could become a strategic advantage.
The stakes go far beyond electric vehicles.
$LAC $ALB $NRVTF
secfilings.com/news/america-…
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$TDOC is showing that virtual care can still improve through better margins, guidance and operating discipline.
$AIRDF is building the earlier-stage version of that story, with 53,348 Q3 visits, U.S. visits up 56% QoQ and expanding payer coverage.
A look at virtual care’s second act.
secfilings.com/news/virtual-…
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