Real-time coverage of SEC filings. Track market-moving events, insider activity & catalysts before they hit the headlines. https://teapawt.org/t.co/CqUze3H3Oq
Joined April 2013
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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.
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…
🤖 Made with AI
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…
🤖 Made with AI
SECFilings retweeted
ELI LILLY $LLY JUST REPORTED Q3 EARNINGS
- Revenue: $24.4B, beating expectations of $22.61B 🟢
- Adj EPS: $7.48 (+7% YoY)
- Gross Margin: 84.4%
- Mounjaro Revenue: $10.7B (+65% YoY)
FY26 Guidance:
- Revenue: $91.0B-$92.0B, above expectations of $88.85B 🟢
- EPS: $35.00-$36.00 (from $35.50-$36.50)
- Performance Margin: 52.0%-52.5% (from 49.0%-50.5%)
Key Updates:
- Regulatory Progress: FDA approvals of Mounjaro, Onswik and Inluriyo (expanded Jaypirca indication)
- Q3 Revenue Benefits: approximately $900M, incl. $410M Jardiance milestones
SECFilings retweeted
The Precision Peptide Company Quadruples U.S. Telehealth Formulary to 16 Prescription Therapies Across Seven Therapy Areas
The Precision Peptide Company Inc. today announced that it has quadrupled its U.S. telehealth formulary to 16 prescription therapies across seven therapy areas, less than four months after launching nationwide telehealth access.
The expansion builds on the Company's 503A sterile compounding agreement (see news release dated June 2, 2026), its prescription and telehealth infrastructure partnership (see news release dated June 9, 2026) and its consumer-facing telehealth website (see news release dated July 7, 2026).
CSE: $BPC | OTC: PNGAF
SECFilings retweeted
If nothing changes, traditional Medicare stops covering telehealth by Dec 2027, and Medicaid work requirements for expansion patients hit every US state next year. Is it time for Rocket Doctor AI $AIDR.CN $AIRDF to panic, or are these worries overblown? youtu.be/CNLXxHVNL6I
SECFilings retweeted
One regulatory change impacting two companies at opposite ends of the size scale.
HHS filed a draft peptide compounding policy. $HIMS launched TRT and expanded abroad. The Precision Peptides Company $PNGAF quadrupled its U.S. telehealth formulary to 16 therapies, along with their needle free patches.
I own both. Not investment advice.
SECFilings retweeted
Oroco is attending the 2026 @RedCloudSec Fall Mining Showcase in Toronto today and tomorrow.
Ian Graham and Michael Leahy will be at the Omni King Edward Hotel. Email [email protected] to book a meeting and learn more about the Santo Tomás Copper Project.
$OCO.V $ORRCF $OR6
#Copper #CopperMining #Mining #Oroco #JuniorMining #TSXV
SECFilings retweeted
LEEF's strategy is straightforward: win in California today while building the scale, infrastructure, and relationships to compete well beyond it tomorrow.
In Q3, we made meaningful progress:
• Expanded cultivation to 122 acres, up 88% from 2025
• Completed infrastructure for our full 180-acre footprint
• Secured $5.2M for a dedicated processing facility
• Expanded Himalaya distribution by over 100%
• Added to $MSOS, the world's largest cannabis ETF
• Advanced supply-agreement discussions with top MSOs
• Began GACP and GMP preparations for international exports
Read our latest shareholder letter: leefbrands.com/2026/10/26/q3…
$LEEF $LEEEF
SECFilings retweeted
Turning a New LEEF
The Autumn wind is in Cuyama Valley.
#CannabisConfidential 🌿@LeefBrands
toddharrison.substack.com/p/…
SECFilings retweeted
India’s copper demand grew 12% to 2.1 million metric tons in the year to March 2026, outpacing the country’s 7.7% GDP growth.
Data centers made up less than 1% of it, according to the International Copper Association India.
Infrastructure led instead, rising 29% and accounting for 22% of domestic consumption. Automotive demand rose 14% after a sluggish FY2025.
Growth accelerated from 9.3% the year before.
Source: ICA India via The Economic Times
SECFilings retweeted
♻️ October is Circular Economy Month, and a second life for plastic is the first step in closing the loop.
The way we make, use, and discard things comes at a cost. The linear economy is estimated to lose about US$29 trillion in value worldwide. Plastic is a clear example: in recent years, Canada has discarded more than 5 million tonnes of it in a single year, and only 4% of flexible plastic packaging was recycled.
We're developing Hydrochemolytic™ Technology (HCT) to give end-of-life plastics a route back into the cycle. At pilot scale, HCT has reached approximately 85% condensable hydrocarbon yield.
To see how circularity is moving from voluntary pledge to regulatory requirement, read our latest blog: 👉 adurocleantech.com/insights/…
End-of-life plastic isn’t waste if it has somewhere to go.
#CircularEconomyMonth #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling
ALT What is a circular economy? An economy that keeps materials in use instead of throwing them away. A loop of make, use and recover, with three principles: eliminate waste and pollution, recover value from waste, regenerate nature.
ALT Take, make, waste. US$29 trillion estimated value lost to the linear economy worldwide. 5.2M tonnes of plastic discarded in Canada. 4% of flexible plastic packaging recycled in Canada. Sources: Circle Economy and Deloitte, Statistics Canada, Canada Plastics Pact.
ALT A route back into the cycle for end-of-life plastics. Hydrochemolytic™ Technology converts end-of-life plastics into lighter hydrocarbons using proprietary, water-assisted chemistry. About 85% condensable hydrocarbon yield; varies with feed and operating conditions.
SECFilings retweeted
BREAKING: The Strategic Petroleum Reserve (SPR) fell -300,000 barrels last week, to 282.7 million barrels, the lowest level since October 1982.
Since March 20th, US oil inventories in the SPR have dropped -132.8 million, or -32%.
We have now seen drawdowns in 29 of the last 30 weeks.
For perspective, oil reserves in the SPR stood at 653.9 million barrels in 2020, or +131% above current levels.
Meanwhile, commercial crude oil stocks excluding the SPR dropped -3.1 million barrels last week, to 412.5 million barrels, the lowest reading since the end of July.
This is also ~3% below the 5-year average for this time of year.
America's oil stockpiles are at critically low levels.
SECFilings retweeted
Aduro will engage industry and institutional investors at five conferences through year-end. 👉 investors.adurocleantech.com…
Discussions will cover advancing Hydrochemolytic™ Technology (HCT) for waste plastics recycling and upgrading logistically challenged crude oils.
Oct 27–28: @RetailCouncil Retail Sustainability Conference, Toronto. Abe Dyck (@iamAbeDyck) attending.
Nov 10–12: @PackagingEurope Sustainable Packaging Summit, Utrecht. Eric Appelman (@EricAppelm6595) joining a panel on advanced chemical recycling.
Nov 24–25: AMI Flexible Packaging Innovation and Recycling (@Contact_AMI), Vienna. Eric Appelman presenting.
Nov 25–26: @CanadaPact Investment Summit for Circular Plastics and Partner Summit, Toronto. Abe Dyck attending.
Dec 9–12: 15th Annual @ROTHCapital Deer Valley Event, Park City, Utah. @OferVicus meeting with institutional investors.
To request a meeting with management at any of these events, contact [email protected].
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #CircularEconomy $ADUR
ALT Aduro graphic titled “Aduro to Engage Industry and Institutional Investors at Five Conferences Through Year-End 2026,” with logos for the Sustainable Packaging Summit, RCC Retail Sustainability Conference, Canada Plastics Pact, AMI, and ROTH Deer Valley.
SECFilings retweeted
The foundation of the last metals supercycle (2002 - 2011) was the rapid industrialisation of China… new cities, skyscrapers, railways, cars, power grids and the mass creation of a new middle class. Back then, it was a DEMAND story.
The supercycle we are in today, is bigger, more global… and what makes it different is that it’s a SUPPLY story.
The economies that will be left behind are those that are unable to secure their own critical minerals supply chain.
The statement made in this article by Canada’s Natural Resources Minister, Tim Hodgson, comes after @BloombergNEF’s forecast that copper needs $332 BILLION of new mine investment to avoid a deficit starting in 2028… otherwise we face a shortfall of about 20 million tonnes (44% of demand) by 2050.
We are in discussions with other authoritative sources that tell us that the @Bloomberg estimate is significantly too conservative. We will bring attention to these studies when they are published.
New mines take decades and decades to find, permit, finance AND THEN build. One major obstacle for projects, especially those located in western economies, is permitting. Unfortunately, there is no quick fix... and permitting should not be rushed. At least, the growing panic for metals is forcing into public debate the topic of where ON EARTH these metals will come from.
As they say at the Colorado School of Mines: Earth first... we will mine the other planets later.
financialpost.com/commoditie…
SECFilings retweeted
We're proud to share that Rocket Doctor has been named a Best in Class Finalist in the Civic Health: Affordability, Access & Health Equity category at the Digital Health Hub Foundation's 8th Annual Digital Health & AI Awards!
Winners will be announced live at HLTH in Las Vegas!
SECFilings retweeted
Copper needs $ 332bn of new mines.
Each one takes about 17 years to build.
Bloomberg new outlook sees a deficit starting in 2028 and widening to 20 million tonnes by 2050.
That’s about 44% of demand.
9 of the 10 transition metals it tracks now look covered. Copper is the odd one out.
Demand rises 61% to almost 46 million tonnes by 2050. Electric transport alone needs 11.4 million.
You can print money.... You can’t print a mine.
