Simple&Humble

$VERI #VERI Is she warming up for $1+ Gap at 1.10, 1.50, 2.50 ..more . If its fill out 1.50 and hold then more upside is down the road. ER is coming. They just need to confirm debts are taken care of.

$SOUN #soun Idea/Prediction: I believe lots of stop losses sitting around 3.85$-4.00$ area and most likely shorts will target that area. We should see 6$+ rebound in coming weeks.

$RIVN : EVERY Rivian vehicle made since 2025 HAS MORE AI/AUTONOMY HARDWARE CAPABILITY THAN ANY $TSLA EVER MADE!

$RIVN crushes Q3, beats every metric (top line, bottom line, etc.), raises minimum delivery guidance for Q4 (now at least 25,193!). That means Q4 will be UP 31% compared to previous record, which was Q3! Year-over-year, it will be UP 158%!!! READ THAT AGAIN! These are incredible results. Stock is up only 6% after hours, despite having been hammered over the previous weeks. They are also betting big on autonomy with their next autonomy day coming up on December 9th! EVERY Rivian vehicle made since 2025 HAS MORE AI/AUTONOMY HARDWARE CAPABILITY THAN ANY $TSLA EVER MADE! That part is indisputable. However, Rivian is lagging behind on the software part (which is obviously super important). But if Rivian figures out the software, its vehicles already have higher resolution cameras and more computing power than all Tesla vehicles! Let that sink in! The entire company is still ~$17 Billion market cap, which is absolutely mind-blowing!

Through our partners including @sanofi, our vaccine technology continues to reach people around the globe and our strategy of partnerships and R&D innovation continues to drive near-term value. Read more: ir.novavax.com/press-release…

$RIVN beat on every headline number and improved guidance on all three lines. In what was supposed to be the trough quarter, EBITDA beat the street by $68M even after stripping out $81M of credits • 2026 guide: deliveries 67-70k (from 65-70k), Adj. EBITDA -$1.85B to -$1.75B (+$100M at the midpoint), capex $1.40-1.50B (from $1.70-1.80B) • R2 is already outselling both R1 and the Amazon van, with the second shift now running • R2 launch edition conversion "remained higher in the quarter than our expectations" • VW JV expanded to license elements of Rivian's AI voice assistant • Autonomy+ take rates "trending ahead of our expectations", Point to Point early access later this year • Software & Services: record $605M revenue at a 42% margin, with VW JV revenue up $46M QoQ to $354M • Auto COGS per unit down $12k QoQ while absorbing ~$120M of R2 ramp cost • 103k demo drives, up from 57k in Q2 • AWD and 30%-longer-range Amazon vans began delivering in early October

$JOBY #JOBY - looks very interesting. Looks like something cooking behind the door. Should fly soon!!

$VERI VERI INTERESTING.. big pop coming soon?

$MRNA $NVAX- MRNA will release their phase 3 data on next Saturday (why weekend?). Short sellers and hedge funds will find many issues in the data and that may drag the price under 200$. If that happens it will drag $NVAX down under 10$ as well. This is just a prediction!!

Have you looked at $VKTX sir? Come on…there no one here..just whisper it!

WHY $JOBY IS THE NEXT GREAT GROWTH OPPORTUNITY The reason I think Joby may be one of the more overlooked mini monsters in the new economy is that the market still mostly values it as a speculative air taxi company waiting on FAA certification while the actual business is becoming much broader across electric aviation, autonomy, defense, AI driven airspace management and eventually regional hydrogen flight. Joby already has 5 aircraft flying with another 12 in production while Toyota owns 10% of company and supports manufacturing, Blade gives it an existing passenger network and route infrastructure while Resonant adds a real defense platform across sensing, electronic warfare and autonomous aircraft. The point is that Joby is no longer just betting on whether consumers will someday hail an eVTOL because its gradually assembling several pieces of an aviation platform that could monetize commercial mobility, defense and autonomy at the same time. What makes the story much more interesting is that certification increasingly unlocks several businesses rather than just one, because once the S4 proves the electric vertical flight model works commercially, Joby can begin scaling air taxi operations, sell aircraft into markets willing to pay several million dollars per unit and redirect more engineering attention toward autonomous and defense variants. The company is also integrating into the AI layer managing future airspace through its partnership with Air Space Intelligence, while its Superpilot autonomy work and hydrogen electric technology create longer term opportunities that extend well beyond short urban trips. That is where I think the mini monster framing starts to make sense because Joby is trying to vertically integrate the aircraft, manufacturing, operating network, autonomy stack and customer experience in a way that looks much closer to a new transportation platform than a traditional aircraft manufacturer. The market is discounting that optionality because the path there is extremely expensive, and that is the part investors cannot ignore since Joby is burning roughly $750M to $800M annually, its share count has already increased materially and new $750M ATM means dilution can continue while the company waits for certification and scales production which matters because same future revenue becomes less valuable per share every time more equity has to be issued at lower prices. Blade and Resonant help because they create real revenue and reduce the sense that everything depends on one future launch date, but they do not come close to funding the current cash burn today, so the biggest near term question remains whether Joby can reach FAA certification and meaningful production quickly enough that capital needs begin falling before dilution overwhelms the upside. That is ultimately why I think $JOBY is interesting again after the collapse in the stock because the market cap has moved back toward levels seen when commercial revenue was much further away, while today the company has real routes, real aircraft, defense revenue coming in through Resonant, Toyota manufacturing support and a clearer path toward passenger operations. I would not call it de risked because FAA timing, production execution and financing can still completely change the per share outcome, but if certification lands in 2027 and manufacturing really moves toward dozens of aircraft annually, then Joby starts looking less like a science project and more like one of the few public companies sitting at the intersection of Physical AI, autonomous transportation, defense and next generation aviation. That combination is why I think the market may be forgetting how large the opportunity can become if the company simply survives the capital intensive bridge from prototype to scaled operations.

What is the Nuvaxovid COVID vaccine and how is it different? @paulseaman31 and I have put together a comprehensive document summarizing the available information regarding the main differences between #Nuvaxovid and the more common mRNA based #COVID vaccines. 🧪🧵1/ #Novavax