FinTwit Review
I bookmarked this post in 2024. I don’t remember why. So let’s see what happened?
I am going to post a chart from the day of this tweet (or closest date I have.)
No judgment here. How a trade plays out depends very much on when a person enters and exits. I just want to see what the state was at the time and what happened.
AnaptysBio ($ANAB) a company name only Daffy Duck would love was trading at $22. And just tripped the channel. I would say going long was a much better trade. The event window was orange and the stock did go down in that window but once the stock was in the channel the play was to go long. It is currently trading at $62.
We played this in the channel in 2025.
Biomea Fusion ($BMEA) was trading at a very lucky price point of $8.88 and was far outside the channel. It is currently trading at $1.85. Short was the smart trade. There are actually two over lapping event windows. One green and one orange.
Cardiff Oncology ($CRDF) was trading at $3.81. It ran to $4.45 after this but as you can see was far outside the channel. Currently, trading at $1.67. Short was the smart trade.
Candel Therapeutics was trading at $5.33 and is still at $4.80. There really was no smart trade in this in 2024. It’s just flatlined. This was a really big win for us in 2023-2024.
CervoMed Inc ($CRVO) was trading at $12.84. Currently trading at $4.99. Another great play from the channel in 2023. Short was the right trade. The event window was orange.
Galectin Therapeutics was trading at $2.81. This stock did crash right after the original post. At the time the code could not classify the risk event. That’s why it was grey.
As the system gathered more data it was able to mark the event orange. There was a green event that caused the stock to start to squeeze. Which it did all the way to $6+. This was a very crowded retail short and it destroyed a lot of people.
Neumora Therapetics ($NMRA) did crash in that yellow event window.
Cassava Sciences ($SAVA) was a really crowded retail trade. Completely collapsed. This stock was never in the channel. In Abivax was in the channel before its move.
Sellas Life Sciences is one of the most promoted stocks in the sector and has been for many years. This stock right now is getting pumped and is an extremely crowded trade now. Since the tweet the stock is up 400% and is currently at $5.05.
Syros Pharmaceuticals ($SRYS) was in the channel. But this chart looks terrifying. This stock last traded at 0.0002.
So out of ten stocks, one went to zero ($SAVA is now $FLNA.) Three made 3x or more.
You can see almost all were in the channel before the post and the returns form the channel run far exceed the return on shorting after the move.
Remember, you could be the best at running the pick-and-roll and still look stupid trying to do so while playing Tennis.
We own ($NRMA) today. Though not as much as we did. It made 5x last year after falling through the channel and then rebounding. So was shorting the stock the right trade? Or was buying after the reaction the right trade? Well, making both trades would have been smart. But, that is very difficult if you have a psychological attachment to your decision.
That’s the lesson here. Don’t get attached to your ideas. Because, there might be more money to be made you miss while high-fiving yourself.
As always, if you think there are spelling errors update your dictionary to the latest version. Happy speculation!
— AJ














