u/Bailey-96

The author argues IBRX is a perfect short squeeze setup with roughly 40% of float shorted (~120M shares) and about 10 days to cover, so shorts cannot exit fast enough if volume spikes. They cite a cluster of catalysts: positive NSCLC data on Jan 13, Saudi FDA approval on Jan 14, and glioblastoma and CAR-NK data still in the queue, with a new price target of $24. Fundamentals are cited as a floor with revenue up 424% YoY to $32.1M as ANKTIVA ramps and $257M cash on hand removing bankruptcy risk; the author says if $3.00 breaks and holds it will blow up. No specific risk is stated.

Atlassian is trading at a historically low EV/Sales multiple of 7-8x despite maintaining 20%+ revenue growth and a quadrupling of revenue since 2019. The company's deep entrenchment in enterprise workflows and the transition to cloud-based subscriptions provide a strong moat. The author expects a recovery to new all-time highs within 6-24 months, driven by share buybacks and the adoption of new AI tools like Rovo, while noting that insider selling is merely part of scheduled 10b5-1 plans.

The author is buying Pagaya on the recent market pullback, arguing it is turning profitable and remains undervalued relative to peers in the lending sector. The catalyst is the profitability inflection, with the author framing 2026 as a solid year for markets. No specific risk is stated beyond the general market pullback context.

The author is buying Rubrik on the recent pullback, arguing it fills a needed cybersecurity niche that is growing fast. The catalyst is continued growth in that niche, with the author expecting a solid 2026. No specific risk is stated.