$TMDX

Nice day for healthcare stocks with tech, software and ai related names under some pressure. I think alot of healthcare stocks especially medtech are trading at very compelling multiples/valuations... we own all of the following... $TMDX $HIMS $PRCT $HROW $CLPT $ATEC fwiw, we didn’t buy $ATEC until after it dropped on Q1 earnings and was trading below 2x NTM revs. NFA. DYOR. **We have positions at @FirstWaveFund in every stock mentioned above. Have a good night 😴 I’ll be at an ai infrastructure conference tomorrow; excited to meet the teams at $IREN $CLSK $APLD $GLXY $CIFR $WYFI and several others. Will try to share some feedback tomorrow afternoon. Down below is our current sector allocation at @FirstWaveFund, our top 10 positions make up ~50% of our invested capital, our t