Real-time coverage of SEC filings. Track market-moving events, insider activity & catalysts before they hit the headlines. https://xitter.gq/t.co/CqUze3H3Oq
Joined April 2013
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Three fresh SEC filings worth a look:
$AMPX: Q3 revenue +83% to $39.1M, with 2026 revenue guidance raised to $145M.
$BWAY: revenue +34%, Deep TMS shipments +44%, and remaining performance obligations reached ~$85M.
$ATEX: highlighted iPhone 18 Pro + Duo support for private LTE using its 900 MHz spectrum.
Batteries, mental-health technology and private wireless — three very different stories hiding in the filings.
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Big markets get attention when execution starts to show.
$CRWV is up ~25% after reporting a $132.5B backlog. $NBIS is up ~18% as AI infrastructure comes back into focus.
Plastic waste is another enormous addressable market. $ADUR just completed a ~120-hour NGP campaign, including ~20 hours on real post-consumer waste, as it advances toward its Chemelot FOAK targeted for early 2028.
Different industries, same question: can the technology scale?
#ChemicalRecycling
youtube.com/watch?v=n1nCl0hr…
The NGP Pilot Plant
Inside Aduro’s Next Generation Process (NGP) Pilot Plant, where we ...
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AI is moving deeper into the healthcare workflow.
$GH just introduced new InfinityAI-powered features for Guardant360 Liquid, combining genomic + epigenomic insights for cancer care.
$AIRDF brings AI to the physician’s desk. CEO Dr. Essam Hamza calls Rocket Doctor “Shopify for physicians”: EMR, AI scribe, AI nurse, scheduling and patient access in one platform.
#AIHealthcare #DigitalHealth
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Every EV battery needs an anode. America still needs more of the graphite supply chain behind it.
$TSLA and $LCID represent the demand side. $GPHOF is building the domestic supply side, from Graphite Creek in Alaska to planned anode-material production in Ohio — where its final air permit is now in hand.
A look at why Washington keeps backing Graphite One.
secfilings.com/news/why-wash…
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The next recycling challenge is what mechanical recycling leaves behind.
Japan just selected Veolia + Sumitomo Chemical for a project turning those leftovers into chemical feedstock.
$PG is pushing packaging circularity. $XOM is scaling advanced recycling. $ADUR is approaching the same feedstock problem from another angle: its 120-hour NGP campaign included ~20 hours on real post-consumer PO95 plastic.
youtube.com/watch?v=n1nCl0hr…
#CrackerReady #CircularFeedstock
The NGP Pilot Plant
Inside Aduro’s Next Generation Process (NGP) Pilot Plant, where we ...
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SECFilings retweeted
New interview: $ADUR CEO Ofer Vicus on the longest NGP run yet, ~120 hours including real post-consumer plastic waste.
PO95, the 85% yield, the power outage, patents vs know-how, and his Nov 5 share purchase.
youtu.be/cC342cCkdP8
James Bay is becoming more than a lithium story.
$RIO is committing major capital to Québec’s lithium supply chain. $QUEXF is advancing the large-scale Cisco lithium project.
$AXVEF is working another layer of the district at Nottaway, targeting a polymetallic zinc-lead-silver-gold system.
A look at the new mineral map of James Bay.
secfilings.com/news/the-new-…
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SECFilings retweeted
What will it take to unlock interstate cannabis commerce? Which states could move first? And how big is the opportunity for California operators as cannabis markets open across state and international borders?
At LEEF's 2026 Investor Day at Salisbury Canyon Ranch, Chief Strategy & Investor Relations Officer @jesseredmond and board member and cannabis policy expert @anandastrategy explored the regulatory developments that could reshape the industry.
The discussion covers:
- Interstate commerce: Potential legal and political triggers, timelines, and the role of state governments and MSOs.
- International exports: Emerging opportunities in Australia, the UK, and Germany.
- Regulatory readiness: The GACP and GMP certifications needed to access global markets.
- LEEF's competitive advantage: How clean, low-cost cultivation at scale, extraction capabilities, and commercial relationships position the company for these opportunities.
The session also featured a lively Q&A with questions from some of the industry's leading operators and investors. You'll recognize the voices!
Watch the full hour-long conversation: youtube.com/watch?v=z82U_pYh…
$LEEF $LEEEF
Chronic care is where telehealth becomes more than a video visit.
$TDOC helped establish that model at scale. $AIRDF is building its own version around physician-led care, with Rocket Doctor Practice Group now joining the Altais network for primary + specialty care in California.
The focus: patients who need doctors repeatedly, not just once.
#DigitalHealth #Telehealth
Peptide care is becoming more direct — and more varied in how it reaches patients.
$LLY just brought Zepbound + oral Foundayo onto $HIMS.
$PNGAF’s 2026 recap: 16 clinician-prescribed therapies, U.S. access across all 50 states, BPC-157 patch on sale, Thymosin Alpha-1 due in January, with tirzepatide + GLP3 patches in development.
#GLP1 #NeedleFree #PeptideBoom
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Québec's James Bay is evolving beyond lithium as infrastructure, modern exploration, and diversified mineral demand support opportunities, including $AXVEF CDN Maverick’s Nottaway polymetallic project awaiting further drilling. Get the story here.
secfilings.com/news/the-new-…
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SECFilings retweeted
Graphite One $GPH.V | $GPHOF Engages Ames National Laboratory to Assess Rare Earth Recoveries from Alaska’s Graphite Creek Deposit
▶️ Full Release: hubs.ly/Q04DTt8f0
The peptide market is getting broader.
$LLY shows the commercial scale of peptide medicine. $PEPG just put peptide-enabled drug delivery back in focus with positive Phase 2 data.
$PNGAF is building on the access side: needle-free formats, telehealth and a 16-therapy U.S. prescription platform.
A look at why the peptide economy is moving well beyond GLP-1s.
secfilings.com/news/the-pept…
🤖 Made with AI
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$AOUT and $CLAR demonstrate how specialized outdoor products can support established consumer brands.
$AXIL is building its presence in advanced hearing protection, combining proprietary technology with partnerships and expanding retail distribution.
Our latest company feature: secfilings.com/news/investm...
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$SHOP gave merchants the tools to build their own businesses.
Rocket Doctor AI CEO Dr. Essam Hamza describes $AIRDF as a “Shopify for doctors”: giving physicians the digital infrastructure to launch and run their own practices, from scheduling and EMR to AI-powered clinical tools and patient access.
A look inside the model behind Rocket Doctor AI.
#AIHealthcare
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Industrial scale takes time.
$TSLA’s proposed $10.1B Texas solar manufacturing project targets commercial production in 2029.
$ADUR’s clock is already running: its NGP pilot completed a ~120-hour campaign, including ~20 hours on real post-consumer plastic, with feedstock transitions completed without a full shutdown. Chemelot FOAK targets early 2028.
Different industries, same lesson: industrial scale starts with the work being done today.
youtube.com/watch?v=n1nCl0hr…
The NGP Pilot Plant
Inside Aduro’s Next Generation Process (NGP) Pilot Plant, where we ...
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$GPHOF Graphite One is developing a U.S. supply chain for the critical mineral but is priced like an early-stage explorer. The record of the federal government backing the company shows the market may be missing the value of the project. Check it out.
secfilings.com/news/why-wash…
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Chemical recycling is becoming a bigger industrial-capex story.
$LYB says Europe is now the likely home for its next MoReTec plant, citing stronger regulatory support for circularity.
At the technology level, Germany’s LIKAT says conventional pyrolysis can run at temperatures up to 600°C. $ADUR is taking a different route: water-based HCT operates at lower temperatures, and its HCT-derived oil has already been pilot steam-cracked as produced — without hydrotreatment or dilution.
Its latest 120-hour NGP campaign pushed that process further into real post-consumer waste.
A look at what changes when the waste gets real.
#CrackerReady #ChemicalRecycling
secfilings.com/news/when-the…
🤖 Made with AI
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GLP-1 and peptide access remain in focus.
$LLY is trading higher, while $HIMS heads into earnings with investors watching its expanding weight-loss platform.
$PNGAF is building across delivery formats: needle-free patches, oral and topical products, plus clinician-prescribed 503A therapies. HHS’s interim policy recognizes oral and topical BPC-157 — but it is not FDA approval.
#NeedleFree #GLP1
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