r/FCKINGTRADERS

Huge congratulations to those who invested in SLS. After you buy your yachts/Lambos, you'll still need to put your remaining money to work and there's a high likelihood you're asking "Where is the next SLS?"

Alpha Tau Medical (DRTS) provides you with what you loved about SLS without what you didn't love. Let's get into it.

DERISKED: The brilliance of SLS was that their GPS became derisked in phase III through nearly every mathematical model.

MULTIPLE INDICATIONS: I don't have to tell you that there are over 20+ wt1 expressing cancers and GPS winds up cornering the market on all AML indications.

The DRTS similarities are impossible to ignore:

DERISKED: Safety & feasibility studies have been running (on humans) for years across multiple solid tumors. There are so few side effects and none that have risen to the level of show stopper against any indication. Alpha Tau's DaRTs are already fully approved by Japan's PMDA (FDA equivalent) which is known as the toughest cert to achieve.

MULTIPLE INDICATIONS: Name a solid tumor and DRTS destroys the double helix that makes up the DNA strand. PDAC Pancreatic Cancer (the most common and most horrible PanC), recurring GBM (the one that has zero standard of care), recurring head & neck cancer including Oral Cavity Squamous Cell (achieved Japan cert and are presenting results with Merck's $30B Keytruda where DaRTs improved results by 3x on July 21st) skin cancer, prostate cancer (just signed a commercial deal with Tolmar, a major prostate oncology shop for millions) breast, vulvar, etc.

WHAT YOU NEED TO KNOW BEFORE INVESTING...

Technology: This is a device; not a drug. There is no phase III. There is no waiting for an 80th event. The team at Alpha Tau is brilliant (they own a LOT of shares) and they're using high LET alpha radiation decay placed directly into the tumors via an ultrasound guided biopsy-like procedure. Any oncologist can use DRTS today without having to get a shielded room or learn a new procedure. There is solid due diligence within this sub about the logistics of getting customized Radium material onto the DaRT and the forward/reverse logistics of getting it to the oncologist on time without suffering decay (the reason you can ship the DaRTs via common carrier is because the radiation doesn't spread like beta/gamma rays.)

Stock Price: Yes, it's run up. But you're not too late. In fact, I would argue that you're here at exactly the right time. The price as of close yesterday puts the market cap at almost exactly $1B. What's different from SLS is that nearly all of the shareholders in DRTS are retail investors (or employees.) That's why this sub exists. The institutional investors couldn't get into DRTS because the MC was too low and their wasn't sufficient volume to get out of a trade if they got in. That changes now that we're going above $1B MC. What this means is that you get to front run the institutional investors. Everyone who sees 2 out of 3 Complete Responses to recurring GBM (which, again, has no standard of care) knows that this is at least a $3B company on that basis alone. Everyone who sees the results coming late July in conjunction with Merck's $30B Keytruda knows that this is potentially a $4B company. Everyone who sees that DRTS improves the life, pain, blocked ducts of PDAC PanC patients who are being treated with RVMD's Daraxonrasib knows that this may be a $5B company. But the institutions (and hedge funds and algos and indexes, etc.) can't get in until we're above $1B which is happening as I'm typing this.

Like SLS, there isn't a better solution for AML indications.

With DRTS, there isn't a better local treatment for solid tumor destruction.

You've already made significant money taking a reduced risk, immense payoff on fighting cancer.

Don't stop now.

Cancer isn't going away and by every measure that we've seen so far, Alpha Tau Medical has already reduced the risks and will have an immense payoff not just for investors but for anyone at risk of dying from a laundry list of cancers.

Mine was dmkp I lost 5k

https://preview.redd.it/gufe2tzrah9h1.png?width=656&format=png&auto=webp&s=8272bbe9ea4b9931d70da59f6ba08b50c48b2a5f

Canada opening more of its mining sector to U.S. defence investment feels like one of those policy shifts the market may understand slowly.

The Canadian Mining Report piece lays out the reason pretty clearly. Critical minerals are moving into defence planning, allied supply chains and national security policy. That changes how mining projects get viewed. A deposit is no longer just a commodity asset when the material can feed defence systems, power infrastructure or North American industrial supply.

There is already a real example of this direction. Canada and the U.S. agreed to co-invest in Canadian critical mineral projects, including Fortune Minerals and Lomiko Metals. Fortune received support for NICO, which is tied to bismuth, cobalt, copper and gold. Lomiko received support for graphite. The U.S. side came through the Defense Production Act Investments office.

That matters because defence capital thinks differently from normal market capital. It cares about secure supply, processing capacity, allied jurisdictions and whether a project can reduce dependence on less reliable sources. For Canada, that creates a stronger reason to move serious mineral projects forward. For the U.S., it creates a nearby supply chain with a trusted partner.

This is why I keep watching the Canadian mining pipeline. The established names like $TECK and $HBM show the operating side. Developers like $FT show how defence-linked funding can enter the story. Earlier explorers still need to prove themselves through actual fieldwork, but the policy backdrop is becoming more supportive for Canadian critical-minerals assets.

That is where $NRED $NREDF fits on my watchlist as an earlier copper-gold name. NovaRed is working Wilmac near Princeton, about 6 miles west of Hudbay’s Copper Mountain operation. The next markers are soils, IP/AMT geophysics, target refinement and contemplated fall 2026 drilling subject to permit. The MetalCore AI layer adds a data-screening angle around the exploration side.

The bigger takeaway is that Canadian mining and U.S. defence demand are becoming more connected. Capital, policy and supply-chain security are starting to point in the same direction. For investors, that makes Canadian critical-minerals projects worth watching with a different lens than in the last cycle.