Real-time coverage of SEC filings. Track market-moving events, insider activity & catalysts before they hit the headlines. https://xitter.cf/t.co/CqUze3H3Oq
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$VRT is powering and cooling the AI buildout. $TEM is turning multimodal healthcare data into usable intelligence. $AIRDF is bringing AI into actual patient care, with 53,348 Q3 visits and U.S. visits up 56% QoQ.
A look at the stack behind AI healthcare.
secfilings.com/news/the-stac…
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$LLY is pushing the efficacy frontier with retatrutide.
$HIMS is simplifying access to metabolic care.
$PNGAF is working on the next layer: needle-free peptide delivery through transdermal patches.
A look at what comes after better weight loss.
secfilings.com/news/what-com…
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$SLS, $SKHY and $ADUR are being judged by very different kinds of progress.
For $SLS, it is an approaching Phase 3 readout. For $SKHY, record results and tight HBM supply. For $ADUR, it is industrial validation as HCT moves toward Chemelot.
Three companies, three ways the market measures execution.
secfilings.com/news/three-wa…
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$PDSB is advancing immune-directed oncology programs aimed at making the immune system more effective against cancer.
$PNGAF is working on another part of the equation: simpler peptide delivery through transdermal patches.
A look at what happens when immune biology meets delivery.
secfilings.com/news/when-imm…
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$CRDL Cardiol Therapeutics increases Phase III trial enrollment after fewer pericarditis recurrences than expected. Analysts reiterate Buy ratings while share price declines. What do the experts see that the market is missing? Dive into the details here.
secfilings.com/news/cardiol-…
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SECFilings retweeted
LEEF's strategy is straightforward: win in California today while building the scale, infrastructure, and relationships to compete well beyond it tomorrow.
In Q3, we made meaningful progress:
• Expanded cultivation to 122 acres, up 88% from 2025
• Completed infrastructure for our full 180-acre footprint
• Secured $5.2M for a dedicated processing facility
• Expanded Himalaya distribution by over 100%
• Added to $MSOS, the world's largest cannabis ETF
• Advanced supply-agreement discussions with top MSOs
• Began GACP and GMP preparations for international exports
Read our latest shareholder letter: leefbrands.com/2026/10/26/q3…
$LEEF $LEEEF
$AXVEF CDN Maverick owns extensive claims in the lithium-rich James Bay area of Québec, while Benchmark's base case projects the need for 134 new lithium mines by 2050 (~5/yr). That's a lot. Investors should be considering explorers. Take a look here.
secfilings.com/news/why-inve…
$ANT is bringing frontier AI models to the public markets.
$AIRDF is working further downstream, applying AI inside healthcare delivery as patient visits, clinical activity and payer reach continue to grow.
A look at what happens after the model.
secfilings.com/news/what-hap…
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Europe is putting more capital behind chemical recycling as recycled-content requirements approach.
That makes the materials side of the industrial buildout worth revisiting: $TSLA and $SPCX are scaling physical infrastructure, while $ADUR is working on circular petrochemical feedstocks.
secfilings.com/news/industri…
How can a mining company with no revenue be worth millions?
For retail investors, understanding how discoveries, drilling results, and project milestones create value can reveal opportunities others may overlook.
Here’s what to look for before investing in junior miners.
secfilings.com/news/how-do-y…
$TSLA and $NBIS show how EVs and AI are becoming enormous physical buildouts, with demand extending well beyond batteries, chips and power.
$ADUR is working further down the chain, developing technology aimed at turning waste plastics back into usable petrochemical feedstocks.
A look at the feedstocks behind the buildout.
secfilings.com/news/the-feed…
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SECFilings retweeted
Turning a New LEEF
The Autumn wind is in Cuyama Valley.
#CannabisConfidential 🌿@LeefBrands
toddharrison.substack.com/p/…
$NBIS and $CRWV are building the infrastructure AI runs on, from GPUs to data centers and cloud capacity.
$AIRDF is working further up the stack, applying AI to healthcare delivery as U.S. patient visits continue to grow.
Not every AI business needs to own the data center.
secfilings.com/news/who-need…
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$META is showing just how physical the AI boom has become, with massive spending on data centers, power and industrial infrastructure.
$ADUR sits deeper in that stack, developing technology aimed at turning waste plastics into usable petrochemical feedstocks.
A look at the materials beneath the AI buildout.
secfilings.com/news/the-mate…
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$TTE reported higher profits in Q2 2026 despite a 4% decline in oil and gas production.
Our latest Inside the Filing examines how disruptions around the Strait of Hormuz affected production, exports, and refining operations, while higher oil prices supported earnings.
A closer look at the numbers behind the headlines.
secfilings.com/news/the-stra…
$MRNA is pushing medicine toward the individual with personalized cancer therapy. $PNGAF is working on the other end of the experience, developing needle-free peptide delivery designed around simplicity.
A look at two frontiers in medicine: what we deliver, and how we deliver it.
secfilings.com/news/the-medi…
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SECFilings retweeted
India’s copper demand grew 12% to 2.1 million metric tons in the year to March 2026, outpacing the country’s 7.7% GDP growth.
Data centers made up less than 1% of it, according to the International Copper Association India.
Infrastructure led instead, rising 29% and accounting for 22% of domestic consumption. Automotive demand rose 14% after a sluggish FY2025.
Growth accelerated from 9.3% the year before.
Source: ICA India via The Economic Times
SECFilings retweeted
♻️ October is Circular Economy Month, and a second life for plastic is the first step in closing the loop.
The way we make, use, and discard things comes at a cost. The linear economy is estimated to lose about US$29 trillion in value worldwide. Plastic is a clear example: in recent years, Canada has discarded more than 5 million tonnes of it in a single year, and only 4% of flexible plastic packaging was recycled.
We're developing Hydrochemolytic™ Technology (HCT) to give end-of-life plastics a route back into the cycle. At pilot scale, HCT has reached approximately 85% condensable hydrocarbon yield.
To see how circularity is moving from voluntary pledge to regulatory requirement, read our latest blog: 👉 adurocleantech.com/insights/…
End-of-life plastic isn’t waste if it has somewhere to go.
#CircularEconomyMonth #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling
ALT What is a circular economy? An economy that keeps materials in use instead of throwing them away. A loop of make, use and recover, with three principles: eliminate waste and pollution, recover value from waste, regenerate nature.
ALT Take, make, waste. US$29 trillion estimated value lost to the linear economy worldwide. 5.2M tonnes of plastic discarded in Canada. 4% of flexible plastic packaging recycled in Canada. Sources: Circle Economy and Deloitte, Statistics Canada, Canada Plastics Pact.
ALT A route back into the cycle for end-of-life plastics. Hydrochemolytic™ Technology converts end-of-life plastics into lighter hydrocarbons using proprietary, water-assisted chemistry. About 85% condensable hydrocarbon yield; varies with feed and operating conditions.
$BE is bringing power generation closer to where demand exists. $ADUR is developing chemistry aimed at making difficult hydrocarbons and waste plastics more useful closer to their source.
A look at how distributed infrastructure is reshaping energy and materials security.
secfilings.com/news/the-new-…
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$MBAI MBody AI wins Caribe Royale Orlando as its first Florida, non-casino resort client, providing robotic orchestration software, hardware, and services through a multiyear subscription. Automated hospitality is spreading through resorts, check it out.
secfilings.com/news/mbody-ai…
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