Special Situation

Teva's Fingerprints on Reviva

Reviva pushed its Phase 3 back a year, and the stock is down ~27% since my June write-up. Two developments matter more: (1) a patent filing that stretches exclusivity to 2046 and (2) evidence Teva has studied brilaroxazine since 2023.

by Fajasy
Aug 20, 2026
Special Situation

Quantum Upside for $0.24/Share

SEALSQ trades at $2.43, just 11% above its net cash, so you pay close to nothing for an $18M secure-chip business and get its post-quantum and quantum-computing story on top.

by Fajasy
Jul 27, 2026
Special Situation

Atomic Armor for AI Chips and Batteries

A US manufacturer selling into AI memory/logic chips, photonics, and defense batteries is going public at a $1.2B valuation. It's backed by a $100M DOE grant, Samsung SDI building its factory, and a 2028 law banning the US military from buying Chinese battery cells.

by Fajasy
Jul 7, 2026
Special Situation

Phase 3 Drug Priced for Zero

Reviva trades below its cash and just dropped to the OTC market, but it owns a schizophrenia drug that topped Caplyta's Phase 3 numbers, the kind big pharma buys for billions

by Fajasy
Jun 18, 2026
Special Situation

$50B Roll-Up Led by 200x Operator

QXO loses money, dilutes every quarter, and just levered up for a $17B acquisition. It might still be the best operator bet on the market

by Fajasy
Jun 7, 2026
Special Situation

Solar Microcap AI Power Pivot

PowerBank's history is ugly and it operates just 35 MW of solar today, but its sites, permitting relationships, and a recent LOI open a real path into the AI buildout's bottleneck: power delivery

by Fajasy
May 24, 2026
Special Situation

$632M EV With ~4% Downside

Trust floor at ~$10.25 caps the downside at ~4%. Upside depends on conversion of a $300M qualified pipeline across GPU cloud, modular data centers, and HVDC power

by Fajasy
May 8, 2026
Special Situation

Boost Run Setup

SPAC merger priced below every public GPU cloud peer, with a team that's built and sold this infrastructure before.

by Fajasy
Apr 12, 2026
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