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  • $SAVA on the brink of Alzheimer's cure, $BB, $HIMS, $BOWL, $NVAX

$SAVA on the brink of Alzheimer's cure, $BB, $HIMS, $BOWL, $NVAX

Author

Michael Luo
May 14, 2024

Here’s the latest “under the radar” stock news from Reddit in the last 24 hours that you don’t want to miss, as picked by Fluid Bot’s AI.

  • Stock: Cassava Sciences ($SAVA)

  • Approaching finish line of phase 3 trials

  • Insiders bullish with no selling over years

  • Successful cash raise and no debt

  • Massive cash reserves ($200 million)

  • First readout of phase 3 trial in 7-8 months

  • Potential in Alzheimer's market worth $100 billion

  • Shorting has kept share price low

  • Blackberry no longer sells smartphones and has transitioned into a Cybersecurity/IOT company

  • Stock is undervalued with potential for explosive growth

  • Solid balance sheet with $298 Total cash & equivalents

  • Expected to be cash flow positive by end of fiscal year

  • Operating in Cybersecurity (10.56% CAGR) and IOT (21% CAGR) markets

  • $815m QNX royalty revenue backlog with 27% YoY growth

  • Partnership with NVIDIA for next-gen vehicles, AWS on Blackberry IVY, and AMD for Robotics

  • 7 out of 7 G7 governments and 17 of G20 governments use Blackberry cybersecurity

  • Embedded in 24 out of 25 global EV automakers

  • Strong foothold in China's EV market

  • $HIMS beat guidance for the 13th straight quarter and raised it again.

  • 82% gross margin and 12% adj EBITA.

  • 41% subscriber growth.

  • 85% long-term retention rate, with the ability to convince young, healthy men to use their products.

  • CEO's comments about the war are seen as a negative.

  • Despite potential CEO concerns, it would be unwise to short the company given its performance and current meme status.

  • $BOWL is a company that owns and operates bowling lane centers across North America

  • The stock has a high short interest (72-77% of float), with fees to borrow around 8-9%

  • Company has a healthy balance sheet, with an EPS of .57 ¢ a share and EBITDA of 257 million last quarter

  • Institutional ownership listed at 113%, possibly due to synthetic shares

  • Potential for a short squeeze due to low float, high short interest, and healthy financials

  • Recommended positions: 25 C 6/21 12.5 Strike, 15 C 6/21 15 Strike, 3 C 6/21 22.5 Strike

  • H5N1 (bird flu) is a concern right now and has recently spread to mammals

  • Novavax may have something related to H5N1 which could cause their stock to rise

  • Sanofi paid $1.2 billion for a deal with Novavax, suggesting potential upside for the stock