To The Moon

Anyone else quietly accumulating $ADMA Biologics(ADMA)$ here around $11? The stock got cut in half from its $20 peak earlier this year, but if you look at the actual business, it's printing cash. Gross margins are sitting at an absurd 69.4%, net leverage is down to basically 0.1x, and they're pulling in over $230M in annual EBITDA. ASCENIV is pacing toward a billion-dollar annual run rate, and you're getting all of this at 15.1x trailing earnings. Technically, it just reclaimed both its 50-day SMA ($10.02) and 50-day EMA ($10.25). Every dip into $10.30–$10.50 gets vacuumed right up. Once we punch through the 200-day EMA around $11.82, there is basically no overhead volume until $14. How I'm playing it: Current: $11.06 – $11.33 Accumulation zone: $

Anyone who held $Navitas Semiconductor Corp(NVTS)$ through that brutal October bleed from $12 down to $7.91 finally got some validation over the last two days. The stock jumped nearly 8% on Tuesday into the close ($8.56), beat Q3 numbers Tuesday night, and popped as high as $9.55 on Wednesday morning before settling around $8.93 (+4.3% today) on big volume. For the last year, the bear case on Navitas was that they were stuck selling low-margin GaN chips for cheap phone chargers. Look at what CEO Chris Allexandre just laid out on the Q3 call: Bye-bye phone chargers, hello AI data centers: By the end of Q4, low-end mobile/consumer revenue will be basically 0% of their business, while AI Data Centers and Grid Infrastructure will pass 40% of total sal