TMDX Transmedics Group Inc

$TMDX A new Trump admin policy targeting kidney patients read incorrectly to a flash crash. If they are reviewing this type of information then we must be getting close to perhaps serious change in transplants, which I assume would be massive tailwind for TMDX as they develop 24+ hour systems for organ to be brought anywhere in the world

$TMDX I have to say from the start of this year to today, things sure did change… CHOPS was the biggest reason for the down draft. CFO was the second Macro the third Everything that was supposed to be in the companies hands has been delayed or miscommunicated. Also, it was shown Waleed’s sister is getting paid huge $. In today’s era, that’s frustrating, even if he is the founder. They need to get CHOPS done, this year…

$TMDX back to where I sold Q1 ER. Just unreal you have a company growing 25% YoY and you get this sort of market result. I get they are investing in the business, but how do you heavily discount it this much? And that’s the problem, the market isn’t rational. It’s a place where YOU have to figure out if the price is disconnected from the fundamentals and then the market decides when it’s time that fundamentals show up in the price. I see it as majorly disconnected if the company can continue to deliver just liver growth of 20% by itself YoY. Layer in heart and lung and eventually you have a 100% gain over today’s prices. If costs were not high, the company would be gaining even in tough tape, regardless of oil prices.

$TMDX Can thank Trump for this one and the crazy fuel prices. Trump "We're making a frickin' fortune": Trump acknowledged that people are "suffering at the pump," but stated, "I don't give a damn, I'm going to say it: We're making a frickin' fortune. Our country is getting stronger and stronger all the time." Good for him that big oil is making a fortune while the rest of us have to pay for it. Rich get richer. MAGA lmao

$TMDX after selling out much higher recently (to support my neo cloud habit) , i have restarted a new 2.5% long position. too oversold.