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← @jonahlupton

$TMDX

BULLISH2026-07-20
Price around the call
↑ 2026-07-20
By horizonMaturing · ~17 trading days to go
1d
✗ -4.0%
5d
…
21d
…
Original post
Jonah Lupton · 2026-07-20

$TMDX is now 2/3 of the way through July... flights still tracking above 36+ per day... which is +7.6% MoM and +67% YoY Going back to July 2025... flights were down -16.7% MoM from June 2025 If we go back a month to June 2026... flights were up +8.4% MoM from May 2026... now compare this to June 2025 when flights were flat (0.0%) MoM from May 2025. Last year, April 2025 through July 2025... flights were down -23.5% This year, April 2026 through July 2026... flights are up +22.0% Maybe this is no longer a seasonal business 💚 NFA DYOR *We are long $TMDX at @FirstWaveFund

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