Betting Big On TransMedics (Q2 2024 Update)

CatLane Back in October 2023, I was adding aggressively to my TransMedics Group, Inc. (NASDAQ:TMDX) position when the stock dipped into the $30s. I was also adding aggressively before Q1 2024 earnings. Back in March/April, as I was trimming 90-95% of my Celsius Holdings, Inc. (CELH) and Super Micro Computer, Inc. (SMCI) positions, I was using that cash to add to many of my holdings, including TMDX. It became my largest position, and it's been that way for approximately three months. Even though TMDX is up m ...