PYPD
PolyPid Ltd.
stock NASDAQ

Buying tomorrow, in order of conviction:
**PYPD** –(long target 5x) riding into the Nov 28 PDUFA for D-PLEX100, still my top pick post-Azurity deal.
**OUST** – (long target 6x) lidar + Stereolabs vision stack, betting big on Physical AI/robotics over the next decade.
**BW** – (long target 4x) data center power infrastructure play, adding on every dip since sub-$1.
**RILY** – (long target 3x) garbage, but Bryant Riley usually finds a way through the debt walls, betting on that again.
**DRTS** – (long target 2.5x) Alpha DaRT's cross-tumor signal is too consistent to ignore, 10-year tech bet.
**QXO** – (long target 4x) pure Brad Jacobs roll-up thesis, TopBuild is the real validation.
**MTRX** – (long target 3x) turnaround + infra tailwinds + pipeline, least developed thesis but liking the risk/reward.
**SLS** – (long target 4 x) holding house money through REGAL final analysis, expect a closer win than bulls think.
**SOUN** – (long target 4x) LivePerson having closed is the catalyst, sold on the tech after actually using it.
**MRLN** – (long target 10x) stupidly high-risk autonomous flight moonshot, buying for the 10-20 year story not the next quarter.
Bonus... Not buying more, am maxed on on my position
**CING** – (long target 4x) CRL was CMC not clinical, so treating this as a timing trade into 2027 not a thesis-killer.
Full elevator pitches here:
https://www.reddit.com/r/TheBlancheRanch/s/Kt4Q28Hz2Z

PYPD, FDA approval end of November very likely.
Read my investor update from Friday here :
https://www.reddit.com/r/Polypid_Investors/s/e64JH2WQ28

Buying tomorrow, in order of conviction:
**PYPD** –(long target 5x) riding into the Nov 28 PDUFA for D-PLEX100, still my top pick post-Azurity deal.
**OUST** – (long target 6x) lidar + Stereolabs vision stack, betting big on Physical AI/robotics over the next decade.
**BW** – (long target 4x) data center power infrastructure play, adding on every dip since sub-$1.
**RILY** – (long target 3x) garbage, but Bryant Riley usually finds a way through the debt walls, betting on that again.
**DRTS** – (long target 2.5x) Alpha DaRT's cross-tumor signal is too consistent to ignore, 10-year tech bet.
**QXO** – (long target 4x) pure Brad Jacobs roll-up thesis, TopBuild is the real validation.
**MTRX** – (long target 3x) turnaround + infra tailwinds + pipeline, least developed thesis but liking the risk/reward.
**SLS** – (long target 4 x) holding house money through REGAL final analysis, expect a closer win than bulls think.
**SOUN** – (long target 4x) LivePerson having closed is the catalyst, sold on the tech after actually using it.
**MRLN** – (long target 10x) stupidly high-risk autonomous flight moonshot, buying for the 10-20 year story not the next quarter.
Bonus... Not buying more, am maxed on on my position
**CING** – (long target 4x) CRL was CMC not clinical, so treating this as a timing trade into 2027 not a thesis-killer.
Full elevator pitches here:
https://www.reddit.com/r/TheBlancheRanch/s/Kt4Q28Hz2Z

PYPD, FDA approval end of November very likely.
Read my investor update from Friday here :
https://www.reddit.com/r/Polypid_Investors/s/e64JH2WQ28

Big PYPD fan here, I agree

PYPD. Solves large surgical site infections.
My DD here : https://www.reddit.com/r/biotech_stocks/s/pA5gUm8r57