u/kerplunktard

$MDAI Spectral AI Inc stated in their latest earnings call that they are expecting positive determination from the FDA by the end of Q2 2026 for their Deepview AI burns diagnostic system following a15mth study in which DeepView AI significantly outperformed the clinical judgment of experienced burns physicians in predicting wound healing, following FDA clearance, Spectral AI will target its first commercial sales in the U.S. starting late 2026

Catalysts:

Q226 - FDA Approval pending

Q226 - Delivery of Handheld Prototype to MTEC

29 May - AGM

H226 - Unlock $60m in BARDA funding

H226 - Expand sales into the UK, Australia, and the Gulf Cooperation Council nations

UK clinical evidence indicates that DeepView is 92% accurate in distinguishing between tissue that will heal naturally and tissue requiring surgery. This significantly outperforms traditional clinical judgment, which typically ranges from 50-75% accuracy & requires long observation time 3-4weeks

Govt Support: $86.6m funding from BARDA (Biomedical Advanced Research and Development Authority) including a $31.7M award in March 2026, suggests that the U.S. govt views this medical technology as a vital. BARDA continued financial backing signals additional confidence in the device’s regulatory path,

Upon FDA approval, the company expects to unlock approximately $60 million in remaining non-dilutive funding from its existing BARDA contract. This includes subsidized distribution of up to 30 DeepView systems to major U.S. burn and trauma centers

Pending U.S. clearance, Spectral AI plans to update its UKCA authorization in late 2026 to include the improved version of the DeepView system, potentially triggering initial sales in the UK, Australia, and the Gulf Cooperation Council nations

Spectral AI has a "first-mover" advantage in AI burn imaging, additionally Spectral AI is developing a Handheld Device, Under its contract with Medical Technology Enterprise Consortium (MTEC), Spectral AI is scheduled to deliver a fully functional prototype of its handheld DeepView device by the end of Q2 2026, opening the possibility of military and portable medical Emergency Room (ER) and Urgent Care markets

$MDAI Spectral AI Inc stated in their latest earnings call that they are expecting positive determination from the FDA by the end of Q2 2026 for their Deepview AI burns diagnostic system following a15mth study in which DeepView AI significantly outperformed the clinical judgment of experienced burns physicians in predicting wound healing, following FDA clearance, Spectral AI will target its first commercial sales in the U.S. starting late 2026

Catalysts:

Q226 - FDA Approval pending

Q226 - Delivery of Handheld Prototype to MTEC

H226 - Unlock $60m in BARDA funding

H226 - Expand sales into the UK, Australia, and the Gulf Cooperation Council nations

UK clinical evidence indicates that DeepView is 92% accurate in distinguishing between tissue that will heal naturally and tissue requiring surgery. This significantly outperforms traditional clinical judgment, which typically ranges from 50-75% accuracy & requires long observation time 3-4weeks

Govt Support: $86.6m funding from BARDA (Biomedical Advanced Research and Development Authority) including a $31.7M award in March 2026, suggests that the U.S. govt views this medical technology as vital. BARDA continued financial backing signals additional confidence in the device’s regulatory path

Upon FDA approval, the company expects to unlock approximately $60 million in remaining non-dilutive funding from its existing BARDA contract. This includes subsidized distribution of up to 30 DeepView systems to major U.S. burn and trauma centers

Pending U.S. clearance, Spectral AI plans to update its UKCA authorization in late 2026 to include an improved version of the DeepView system, potentially triggering sales in the UK, Australia, and the Gulf Cooperation Council nations

Spectral AI has a "first-mover" advantage in AI burn imaging, additionally Spectral AI is developing a Handheld Device, Under its contract with Medical Technology Enterprise Consortium (MTEC), Spectral AI is scheduled to deliver a fully functional prototype of its handheld DeepView device by the end of Q2 2026, opening the possibility of military and portable medical Emergency Room (ER) and Urgent Care markets

I should have sold after the next day pop but I got greedy and hung on too long, I sold at $32.17 for a modest profit as this market seems to be hanging by a thread, high oil, inflation rising, trump incompetence, this stack of cards is getting more and more flimsy by the day, I'd rather be sitting in cash for the moment $12890

$JD JD .com stock knocks it out of the park again with a 20c earnings beat, this stock has been a laggard compared to the other major China names, yet it has shown real resilience with an earnings beat in the face of stiff ecommerce competition in China. Following its international expansion including opening retail outlets & 60 logistics hubs in Europe I think the stock is due a run and could easily head for $40 from its current price, JD recently increased their dividend to $1 and in 2025 bought back over 6% of outstanding ADS - I bought 386 shares @ $31.46 each

Etoro - fast growing with low PE & price/cashflow, delivers beat after beat every quarter

Etoro $ETOR blew away earnings expectations beating by 21c to deliver a phenomenal 91c eps, unbelievable that this stock has such a low pe, after this earnings result forward PE will be around 10, a fraction of its overpriced peers

Etoro showed that it is still maintaining its strong growth despite a challenging quarter, net contribution increased 19% & adjusted EBITDA a staggering 35% year over year

Surely a bargain being currently priced under $40/share

Etoro $ETOR blew away earnings expectations beating by 21c to deliver a phenomenal 91c eps, unbelievable that this stock has such a low pe, after this earnings result forward PE win be around 10, a fraction of since of its overpriced peers

Etoro showed that it is still maintaining its strong growth despite a challenging quarter, net contribution increased 19% & adjusted EBITDA a staggering 35% year over year

Surely a bargain being currently priced under $40/share

Cashed in my 487 $ZIM shares at $27.90 during yesterdays additional bid takeover news pop, I don't think the bid will come to anything as ZIM already have a binding agreement with Hapag-LLoyd, & I don't want to wait while the takeover progresses, it needs multiple agreements from various countries so could easily take 6 months or fall apart altogether

sitting on $13587 cash for the moment eyeing up a few opportunities, up 1300% since beginning the challenge

Aureus Greenway Holdings Inc $AGH, a trump family company run by Eric & Donald Jnr Trump, has merged with Powerus a military drone manufacturer using tech developed during the Ukraine war

The company currently has a $100m mkt cap and received a $50m investment from Korea Climate & Governance Improvement Fund (KCGI), they just signed the first of what is likely to be many contracts with the US Military to supply the Powerus Guardian-2 counter-drone systems, the contract involves the purchase of the Guardian-2 semi-autonomous counter-drone interceptors designed for high-speed counter-drone interception

Incidentally Unusual Machines $UMAC recently reported an order above $5m from Aureus Greenway Holdings/Powerus for components used to build these drone systems which would indicate the US Air Force contract is in the 10's of millions

The Pentagon has allocated over $1.1 billion to secure US made drones with this type of technology, so the future is looking bright for the company