$MDB

It's a big month for investor conferences... many of our top holdings are presenting multiple times. Yesterday it was $HIMS, $TMDX, $MDB, $PRCT, $CIFR and several others. Today it's $CRDO, $ALAB, $APP, $RDDT, $HROW, $PLTR, $NBIS, $CRWV, $EOS, $RBRK, $LITE and several others. I'll keep this thread going with notes from some of the presentations.... (below is $TMDX, $HROW, $HIMS) $TMDX (CEO) - mostly repeating stuff from the last couple investor presentations and earnings calls... talked about the current investment cycle, OCS 2.0 for heart and lungs, OCS Kidney and CHOPS... I'm growing more excited about CHOPS because I do believe it will be additive and not cannibalistic. Right now there are approximately 90k transplants every year in the US and Europe, there's another 90k trans