@blippd Ben Solari

Ben Solari posts on X about $googl, ai, bitcoin, money the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-----] +515%
[--] Month [------] +238%
[--] Months [----------] +95%
[--] Year [----------] +1,837%

Mentions: [--] #

[--] Months [---] +509%
[--] Year [---] +203%

Followers: [------] #

[--] Week [-----] +0.21%
[--] Month [-----] -0.10%
[--] Months [-----] +6.70%
[--] Year [-----] +15%

CreatorRank: undefined #

Social Influence

Social category influence stocks finance technology brands cryptocurrencies social networks countries musicians fashion brands ncaa football currencies

Social topic influence $googl, ai, bitcoin, money, if you, in a, $srpt, investment, $fnmas, end of

Top accounts mentioned or mentioned by @biohazard3737 @pennycheck @bucknsf @persimmonti @citrini7 @midas79 @mtheory11bio @zephyrz9 @minimaxai @bakerybros @alecmazo @carney @spudheadcapital @erictheumpire @holdenwalker99 @jayg327 @openhandsdev @zipjet @lblegend33 @supermugatu

Top assets mentioned Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Sarepta Therapeutics, Inc. (SRPT) Iris Energy Limited (IREN) BridgeBio Pharma, Inc. Common Stock (BBIO) Bristol-Myers Squibb Co (BMY) MARA Holdings, Inc. (MARA) Muhdo Hub (DNA) Viking Therapeutics, Inc (VKTX) Kymera Therapeutics, Inc. (KYMR) Ocular Therapeutix, Inc. (OCUL) LianBio (LIAN) NVIDIA Corp. (NVDA) HUBSPOT, INC. (HUBS) Cytokinetics Inc. (CYTK) Intel Corporation (INTC) Twist Bioscience Corporation Common Stock (TWST) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) PepGen Inc. (PEPG) Riot Platforms, Inc. (RIOT) Moderna Inc (MRNA) Super Micro Computer, Inc. Common Stock (SMCI) Microsoft Corp. (MSFT) UiPath, Inc. (PATH) Immunovant, Inc. Common Stock (IMVT) MP Materials Corp. (MP) Abivax SA (ABVX) Cipher Mining Inc. Common Stock (CIFR) Core Scientific, Inc. Common Stock (CORZ) Bitfarms Ltd. (BITF) GitLab Inc. (GTLB)

Top Social Posts

Top posts by engagements in the last [--] hours

"@Biohazard3737 @zipjet @lblegend33 Even better if you realize its pretty much a $2bn acquisition when you net out the cash they saved in dragging their feet with $BMYRT 😉"
X Link 2021-09-27T19:35Z [----] followers, [--] engagements

"@Biohazard3737 So basically an OTC traded long-dated version of BMYRT I think the short answer is due to lack of liquidity itll ebb and flow between trading at large discounts and large premiums of NPV based on sentiment and news flow"
X Link 2022-05-02T18:52Z [----] followers, [--] engagements

"@Biohazard3737 @SuperMugatu There is a small project called BOTTO $BOTTO that has managed to do just that. Its pretty ingenious tbh a couple good twitter threads on them last week"
X Link 2023-02-08T14:52Z [----] followers, [---] engagements

"$UTHR trades 6x sales - applying that to $LQDA which could / should be doing $500mm a year with Yutrepia in 2-3 years you get a $3bn market cap company or $45 a share - back out NPV from there with a conservative discount rate and youre still probably around $20-30 a share"
X Link 2023-02-16T17:14Z [----] followers, [----] engagements

"I believe the little known $LIAN has the Asia rights to $BBIO Infigratinib - I'm long the name for the Mavacamten (MyoKardia now $BMY) trial catalysts this year but this could also offer nice upside. Lian is a Perceptive spin-out w/ $600m raised to bring Western drugs to China"
X Link 2023-03-06T14:20Z [----] followers, [----] engagements

"Long $SPHR - this is a super cool project to be able to own a piece of the ownership of legacy MSG assets is just a cherry on top. Expecting a run up in both PR coverage and stock price this fall around the launch"
X Link 2023-07-05T02:21Z [----] followers, [--] engagements

"@MattBiotech I think $LIAN is probably my most under the radar / asymmetrical name in my bio portfolio right now. Its a very interesting biz model solid management team Perceptive spin out w/ great partnerships $BBIO and $BMY (formerly MyoKardia) there are others but this one has almost"
X Link 2023-08-04T20:52Z [----] followers, [---] engagements

"I believe that based on the data were seeing out of $LLY and $NVO in these trials as well as the sales traction theyve seen thus far were potentially in the early innings of one of the largest shifts / disruptions in biotech in a long time with the GLP-1 class of drugs. If thats true maybe this goes against the typical winner take all approach to most platforms but then I think there is still significant value in the smaller players / next-gen innovators in the space like $VKTX $ALT and privately held cos like Carmot etc. Ive recently started positions in both Viking (1.5bn mkt cap) and"
X Link 2023-08-09T22:58Z [----] followers, 10.8K engagements

"Read the $ALT Altimmune transcript last night. Its very solid. Two takeaways from my end: [--]. Phase [--] GLP-1 obesity trial was a learning trial for most of these companies including $LLY and $NVO - they know the compound is active and effective but its about honing the right dose levels titration patient pop etc - I think the interim results were poorly interpreted by the market / expectations were simply too high and the company is confident they arent much further behind than where they should be at this point. [--]. They indicated they are in talks with lots of big pharma about partnerships at"
X Link 2023-08-11T13:59Z [----] followers, [----] engagements

"This looks straight out of Midjourney"
X Link 2023-08-13T03:36Z [----] followers, [--] engagements

"5 year view of $EBAY vs. $PYPL - the hot fintech spin-off was like icarus that flew too close to the sun now down 30% from summer [----] while the boring online flea market has chugged along all the while paying 2-3% annual divi - sometimes boring is better i'd argue the market has realized the latter has a deeper moat than the former. both now trading 10x fwd eps"
X Link 2023-08-18T02:43Z [----] followers, [---] engagements

"@EpochSwing @PersimmonTI @Biohazard3737 Rumor has it the sensitive content flag was designated after $BMYRT"
X Link 2023-08-25T17:29Z [----] followers, [----] engagements

"Has anyone done any work on $PEPG Spun out of RA Capital (own 35% of the company) early stage pipeline next-gen DMD treatments utilizing the same target as $SRPT (Exon [--] skipping) w/ better (potential) delivery - FDA put clinical hold on their Ph1 in May and stock has gotten"
X Link 2023-08-26T16:26Z [----] followers, [--] engagements

"Genuine question: Im curious if the massive inventory of ASICs that crypto miners like $RIOT and $MARA have accumulated actually have terminal upside value outside of mining Bitcoin and can be reused or redeployed for AI / $NVDA GPU workloads - in a sense with some software updates or specific version of LLMs and open source algorithms could these facilities be the $EQIX data centers of the future"
X Link 2023-08-28T01:27Z [----] followers, [----] engagements

"There's a ton of intriguing names out there in SMID land who have a 'data dessert' / lack any compelling near term catalysts until Mid / H2 [----]. The problem is with risk free rates at 5% it's a hard sell to put $$ in a cash incinerating bio for a year vs. collect free money and buy the name sometime next year [--] months before the catalyst lol"
X Link 2023-09-22T00:41Z [----] followers, [--] engagements

"While recent pullback from [----] is painful for $MREO longs just remember nothing goes up in a straight line in any market let alone this one (except maybe yields lol) but relative strength to $XBI is undisputed. This is still one of the best performing SMID bio names this year - 24th out of [---] bios between [--] and 300mm market cap. Patience will be rewarded imo"
X Link 2023-10-05T23:26Z [----] followers, [----] engagements

"I opened up long positions in $MARA and $RIOT pre-market today. Another way to think about miners in a high rate environment is the rates act as a moat against new entrants from taking out debt to build competing facilities. I think all $BTC would have to do from here is hover in the $30-$35k mark for a few weeks and prices of miners could double. A move to $40k+ and we could see 2-5x moves these are highly leveraged to upside in an asymmetrical way imo"
X Link 2023-10-20T14:09Z [----] followers, [----] engagements

"Imagine doings weeks or months of due diligence on under-followed small cap biotechs. You finally feel like you found something interesting amidst the hundreds of companies out there. You decide to put your hard earned US dollars on the line to invest in a team and science you feel could be transformational. That company the. presents outstanding data at a major scientific conference over the weekend and you wake up to see that they diluted the living hell of out you and youre down 15% on your investment from Friday. This is the life of a biotech investor lmao $HARP (NP) $XBI"
X Link 2023-10-23T13:57Z [----] followers, [---] engagements

"I took these up to a 20% position at the open was surprised that the reaction was so delayed but the asymmetrical risk / reward seemed so deeply skewed to the upside with $BTC breaking out that I felt I had to press as this market does not give many good opportunities like this. I will be holding steady now with phenomenal entry positions and watching Bitcoin but as I said on Friday these miners could double in a hurry and Ill likely be looking for a move to $20 for both names $MARA $RIOT"
X Link 2023-10-24T03:01Z [----] followers, [---] engagements

"I was long $LIAN twice this year and took losses both times. Without the risk of holding a large bag waiting for a buyout / partnership catalyst I figured they would go to commercialize Mavacamten on their own and had to sell to manage risk. Missed out on last week frustrating but I imagine this will be a common theme over next 12-18 as individual stocks will re-rate 100-300% overnight but otherwise be a slow bleed"
X Link 2023-10-30T00:16Z [----] followers, [---] engagements

"I believe theres at least 1-2 large institutional hedge funds out there loading up on $FNMA $FNMAS the last two weeks. I built a 20% portfolio position (16% preferred / 4% common) in early December at $2.50 / .77 avg respectively and wrote up an investment memo to outline / organize my thoughts and conviction in the trade. I got lucky with the timing given recent price action but I still think even with +30% move in the last few weeks these names still represent one of the best asymmetrical opportunities in the market for [----]. A few excerpts from the memo are below $SPY $BTC $QQQ $XBI"
X Link 2023-12-26T16:06Z [----] followers, 33.3K engagements

"USC QB out here looking like a villain in a Disney movie absolutely COOKING in the first half"
X Link 2023-12-28T02:44Z [----] followers, [----] engagements

"I will take a Bloomberg Terminal for personal use Should come out to around $3500 a year or $300 / month Thank you @chamath let me know if this is serious and I will be your first paying customer for this product Im starting an incubator. Funded entirely by me. Its called [----]. Tell us what enterprise software you use and my team and I will build you an 80% feature complete version at a 90% discount. We are using AI and offshoring to make this happen. Im starting an incubator. Funded entirely by me. Its called [----]. Tell us what enterprise software you use and my team and I will build you an"
X Link 2024-01-11T21:57Z [----] followers, [----] engagements

"@Biohazard3737 It's a fun one. and offers some nice uncorrelated alpha w/ the rest of the portfolio"
X Link 2024-01-16T03:54Z [----] followers, [---] engagements

"$AVRO merges with Tectonic Therapeutics - this isnt just any junk r/m company its a Tim Springer co-founded company ( $MRNA $MORF $SRRK ) with top tier investors (Eco1 Vida etc.) and a strong scientific team. Early stage GPCR focused pipeline but as an AVRO shareholder I am not mad about this outcome one bit"
X Link 2024-01-30T13:11Z [----] followers, [----] engagements

"$PEPG no longer long but seems like market is waking up to $SRPT "mini me" potential - definitely not the first time i've let a name go only to see it run 50-100% a few weeks later. I've noticed position sizing plays a big role in my ability to hold through either volatility or "boring" periods of consolidation $PEPG the FDA hold was lifted yesterday but it was a terrible tape for any good news with $XBI down 3% absolute bloodbath out there for SMIDs. I am long and will be patient as this is a 6-12 month story most likely. But the science team investors all look promising and this $PEPG the"
X Link 2024-02-02T14:10Z [----] followers, [----] engagements

"@Phoenix3million You ever grab any of this I like the name as well 👍"
X Link 2024-02-02T20:26Z [----] followers, [--] engagements

"As a proud Marcus account holder and NVDA skeptic (the stock not the company) pretty much this entire run this tweet feels too real. Watching 'PoundUrMom420' on Reddit outperform your [---] Goldman CDs by full porting their grandmother's inheritance into $NVDA https://t.co/slXEd55bia Watching 'PoundUrMom420' on Reddit outperform your [---] Goldman CDs by full porting their grandmother's inheritance into $NVDA https://t.co/slXEd55bia"
X Link 2024-02-10T15:10Z [----] followers, [---] engagements

"Two recent starter positions from last week outperformed today. $DNA and $MTCH are very different businesses but a short explainer below unifying the theme behind them: In a brave new world of Artificial Intelligence the value of proprietary training data and IP will be paramount as AI training and models themselves become largely commoditized over time. Yes $NVDA $SMCI etc. are in bubble territory and will likely mean revert soon while the market figures out pull-through vs. long term demand and pricing power for chips and computing power. However the broader theme of AI changing business"
X Link 2024-02-12T21:01Z [----] followers, [---] engagements

"$GME had Roaring Kitty $SMCI has @Citrini7 (or so OP claims) its inevitable that narratives drive stocks and select asset classes they always have But who drives narratives In the old world it would only be a select few who had a platform to tell a good story- too many examples to name but a good one is $HLF with Icahn & @BillAckman or any of the old Sohn conference presentations However starting in [----] Id say a combination of forces came together to change the game as we know it [--]. COVID kicked off a new era of tens of millions of individual investors traders and YOLO artists who are wired"
X Link 2024-03-05T01:49Z [----] followers, [---] engagements

"Surprised the pref are lagging the commons by so much last [--] months. I opened up two sizable positions in each back in December and apparently sized them pretty wrong (so far) - Commons up 130% while $FNMAS only up 70% not complaining too much here but my FNMAS position is 7x bigger lol"
X Link 2024-03-18T21:20Z [----] followers, [---] engagements

"@Bakery_bros I like Context a lot at this valuation they are a prime candidate for the next one of these PIPES that are 3-5x size of market cap at 250% of the price type of names"
X Link 2024-04-10T11:43Z [----] followers, [---] engagements

"@CloisterRes Theres also a decent chance the name does a retrace towards highs once it finds a new base. Ive done well with JANX and VKTX waiting for new base and swinging into the ramp punted JANX on the rumors but enjoying my low [--] buys in VKTX as a longer hold"
X Link 2024-04-26T20:45Z [----] followers, [---] engagements

"$CNTX bingo Maybe not 250% of price lmao but thesis played out as expected - sold 1/2 this morning above $2 @Bakery_bros I like Context a lot at this valuation they are a prime candidate for the next one of these PIPES that are 3-5x size of market cap at 250% of the price type of names @Bakery_bros I like Context a lot at this valuation they are a prime candidate for the next one of these PIPES that are 3-5x size of market cap at 250% of the price type of names"
X Link 2024-05-02T12:57Z [----] followers, [---] engagements

"CRISPR names look interesting here small $BEAM / $CRBU / $NTLA long positions initiated today. Holding to see if theres been any interesting movement in fund positions when 13Fs start to get filed next week but this feels like a group thats pulled back well off highs and basing nicely good R/R here"
X Link 2024-05-06T20:43Z [----] followers, [----] engagements

"$CTMX sometimes its better to be lucky than good"
X Link 2024-05-08T21:50Z [----] followers, [----] engagements

"@rigaslav @PickingMyOwn @westieofwallst @semodough RARE might honestly be the better buy at these levels imo - disc. long both"
X Link 2024-05-16T18:54Z [----] followers, [--] engagements

"@PersimmonTI I looked up the $AZN chart compared to $BMY recently and was shocked at the outperformance between those two"
X Link 2024-05-26T13:43Z [----] followers, [---] engagements

"Agree I basically laid a similar take out a few weeks ago in saying that Sales (EQ / verbal skills as you and Theil put it) will be one of the last things replaced by AI. ironically a lot of more quant/code-oriented tasks and jobs are positioned to be automated / replaced imo https://x.com/blippd/status/1790096076105548047s=46&t=U7nlsWWtFNvNHSB6A0fiAA Sell Enterprise SaaS to a human being. MAYBE if its an AI doing the evaluating / buying on behalf of the enterprise youd have an AI-to-AI sales process (which sounds crazy until it isnt) but I am still willing to bet enterprise sales is still a"
X Link 2024-05-26T16:19Z [----] followers, [----] engagements

"Maybe this is a contrarian take but I see the $CRM Q as increasing the likelihood of a $HUBS $GOOGL deal going down not decreasing it - and regardless of the premium you think would take place its got to be above here"
X Link 2024-05-31T17:52Z [----] followers, [---] engagements

"@GuyFinanciero @Restructuring__ This is the correct take"
X Link 2024-07-02T00:27Z [----] followers, [---] engagements

"@CorneliaLake I opened a position after seeing them at the Travelers Open a few weeks ago and being impressed with the ease / speed of the setup and positive fan experience. Massive TAM Bill Gates still a large holder (maybe largest) - I love the R/R down here in the 2s"
X Link 2024-07-04T17:47Z [----] followers, [---] engagements

"Some SMID bio's I've taken an interest in of late $STRO $ADVM $SERA $GOSS $JANX $VIGL All [--] trading at significant discount to sharper money participating in PIPEs or secondaries in Q1/Q2 - not to say it's an end all be all but it's something that's generally been an interesting screen for me SERA - RA Cap put in $20m at $7.30 a share in Q1 Baker Bros already own 16% of co - buyout candidate imo and chart looks ripe down in here $5's ADVM - Data next week () did a $127m private placement in Q1 @ $12 / sh - like the R/R here into data stock could trade back into $20's on positive look STRO -"
X Link 2024-07-11T01:51Z [----] followers, [---] engagements

"@BucknSF @internetbluprnt Underrated point as I do think thats a pretty significant key barrier to making an acquisition work between the two. I do think it would make sense for GOOGL given it would be a pretty direct response to MSFT/Azure Cloud GitHub/Copilot"
X Link 2024-07-17T17:33Z [----] followers, [---] engagements

"@EdRodPOV @itsmechase @pitdesi @yuris Agree with meta point but Boston/Cambridge is clearly omitted from that list. Hubspot Wayfair Cargurus DraftKings Snyk Klaviyo Whoop etc"
X Link 2024-07-19T13:16Z [----] followers, [---] engagements

"Olympic shooting is proving to be a goldmine of meme content. This is incredible lmao Turkey sent a [--] yr old guy with no specialized lenses eye cover or ear protection and got the silver medal https://t.co/sFKcsRzvrw Turkey sent a [--] yr old guy with no specialized lenses eye cover or ear protection and got the silver medal https://t.co/sFKcsRzvrw"
X Link 2024-07-31T20:54Z [----] followers, [---] engagements

"Given Microsoft owns GitHub I actually dont see much antitrust risk in Google owning GitLab - in fact it would be a net positive for the consumer side to have two large options at scale. TEAM owns the #3 player BitBucket so even they are at a much different size and scale than standalone little ole GTLB"
X Link 2024-08-09T14:57Z [----] followers, [---] engagements

"Someone much smarter than me with slightly more free time on their hands should be able to find a way to arb out the fairly large discrepancy in Super Bowl futures odds offered between Polymarket and FanDuel / major sports books. As a less regulated more decentralized crypto allows market participants to set their own odds vs. major sports books this is going to be a super interesting space to watch in the future"
X Link 2024-08-13T00:42Z [----] followers, [---] engagements

"@saltadogato At what point does an activist get involved and look to buy $3bn of cash for .50 on the dollar and simply shut down the whole thing"
X Link 2024-08-14T01:47Z [----] followers, [---] engagements

"@Biohazard3737 @BiotechElmo @Leo09416981 Has anyone taken a look at companies who have the potential to help prevent such aggressive muscle loss seen as a consequence of GLP-1 weight loss $VERU is small cap running combo study for that very use case but Im sure there are others"
X Link 2024-08-16T00:19Z [----] followers, [---] engagements

"Peter Thiel goes on a long soliloquy about how throughout history monarchs in spite of their great power are often ritualistically sacrificed to shoulder the blame of the troubles of the masses and how the building of the great pyramids may have been the grand attempt of a pharaoh trying to delay his own ritualistic sacrifice ROGAN: yeah but how did they get so many heavy rocks up there Peter Thiel goes on a long soliloquy about power dynamics and the formation of politics through struggle bloodshed and generations of strife ROGAN: Have you seen Chimp Empire Peter Thiel goes on a long"
X Link 2024-08-18T01:55Z [----] followers, [---] engagements

"Putting the tweets commentary about NVDA aside if you watch the video Eric Schmidt mentions something very interesting about telling the White House the importance of partnering more closely with Canada to help supply the power that will be required to serve the record number of AI workload data centers were building here in the states. Canadian oil & gas equities could be a very interesting place to park some $$$ over the next 3-4 years. This is the only time in history when nearly every major tech CEOs or former CEOs publicly praises a single company and wants more of its products. I don't"
X Link 2024-08-18T16:59Z [----] followers, [---] engagements

"@NipseyHoussle New Hampshire Maine Vermont inventory was vacuumed up in 2020-2022 prices are up 80-100% or more for most places that would be secondary residential / STRs - its a long way down to get back to [----] levels. I hope we get there personally Ive been on the sidelines waiting"
X Link 2024-08-18T20:54Z [----] followers, [----] engagements

"This is my quant My Client bought a [--] unit building in San Diego by the beach in [----] for $625000. The value of the property now $2500000. I found a [--] unit property that sold in [----] in Kansas City for $55000. Guess what it sold for in [----] $450000. A $1480000 difference in My Client bought a [--] unit building in San Diego by the beach in [----] for $625000. The value of the property now $2500000. I found a [--] unit property that sold in [----] in Kansas City for $55000. Guess what it sold for in [----] $450000. A $1480000 difference in"
X Link 2024-08-19T23:37Z [----] followers, [---] engagements

"@adar170 Yeah but the Friday afternoon Odyssey post on linkedin ahead of Monday +++ data is all time GOAT move"
X Link 2024-08-21T13:03Z [----] followers, [---] engagements

"@evfcfaddict Ok now do $WING and $CVNA"
X Link 2024-09-05T22:38Z [----] followers, [---] engagements

"@blondesnmoney Fellow $WING short"
X Link 2024-09-06T14:07Z [----] followers, [---] engagements

"@RampCapitalLLC Great haul Ramp - have you read Chip War yet Also if youre into the material / commodity stuff anything by Vaclav Smil is great. Recommend starting with Oil"
X Link 2024-09-06T17:43Z [----] followers, [---] engagements

"@avidresearch And yet still the lot of us are drawn like moths to a flame. Biotech investors are truly a sick breed"
X Link 2024-10-24T02:22Z [----] followers, [---] engagements

"I think Solar is the actual contrarian long here. If you go back to 2016-2020 they still performed very well under a Trump presidency if Kamala upsets then you have the green energy subsidy gravy train pop. $FSLR $SEDG $ENPH charts all look like death whole sector could easily snap +50% next 6-12 months"
X Link 2024-10-30T01:40Z [----] followers, [----] engagements

"$2bn cash $2bn EV with probably more than $1bn already invested in existing CapEx. mgt built Yndx to a $30bn company they are not a bunch of grad PhDs with no track record of creating shareholder value. I read the investor deck over the weekend and liked what I saw (small position L)"
X Link 2024-11-04T18:02Z [----] followers, [---] engagements

"@thogge @BucknSF Yes $NBIS"
X Link 2024-11-04T18:34Z [----] followers, [---] engagements

"@SwetalP41290270 @Invst_Informant @Charge_Stack They need to issue a PR to address the halt asap"
X Link 2024-11-08T00:23Z [----] followers, [---] engagements

"Someone ELI5 . if you believe $BTC is going way higher over the next [--] 24+ months why on earth would you be long $MSTR vs. BTC ETFs or buying BTC outright is there a leverage component to MSTR to BTC that justifies that premium to NAV and people are willing to pay it"
X Link 2024-11-11T01:18Z [----] followers, [---] engagements

"Did Christmas come early or are we waking up to a Friday 5pm sack of coal $BBIO"
X Link 2024-11-22T21:26Z [----] followers, [----] engagements

"$BBIO investors refreshing their website waiting for the PR"
X Link 2024-11-22T23:32Z [----] followers, [----] engagements

"@Biohazard3737 It was a great week to go shopping if you had the dry powder Black Friday came early"
X Link 2024-11-23T02:53Z [----] followers, [---] engagements

"Would be curious what Sheep likes but Neuro seems like one of the most beaten and interesting down of all the sectors Ive been tracking. I personally opened up starters in DNLI and ALEC (Q4 binary) this week but have a shopping list put together I also think rare disease should do well from here - RARE INZY looks oversold etc"
X Link 2024-11-23T03:02Z [----] followers, [--] engagements

"@PersimmonTI Usually thats his play when stock is trading cash no AFMD only $1.80 a share in cash not saying its not undervalued here but if memory serves me correctly a lot of Tangs plays like that are to arb out the cash on the balance sheet"
X Link 2024-11-23T15:54Z [----] followers, [---] engagements

"Wait this is actually crazy. there's a publicly traded ETF that solely sells $MSTR vol and pays out the yield in a monthly dividend What part of the cycle are we officially in lmao"
X Link 2024-11-23T18:43Z [----] followers, [---] engagements

"@BlackScholesMan It wont come cheap. $8-10bn"
X Link 2024-12-04T20:53Z [----] followers, [---] engagements

"Given the effective fail in $KROS this morning if you have a 1+ year hold time there are fewer names I can think of with a better R/R than $GOSS - write up below does a better job than I would laying out the bull case but its basically risk .50 to make $5+ imo $GOSS - everything you need to know on $GOSS if anyone interested or looking there - Gossamer Bio : The Revenant of Biotech https://t.co/vl6ObLwhHD $GOSS - everything you need to know on $GOSS if anyone interested or looking there - Gossamer Bio : The Revenant of Biotech https://t.co/vl6ObLwhHD"
X Link 2024-12-12T14:18Z [----] followers, [----] engagements

"Short XBI / Long QQQ pair trade needs to unwind January also cant come soon enough to end tax loss szn for the SMID space Tax loss selling / cutting losers begets more tax loss selling / cutting losers. its an ugly cycle Itll end though. Q1 is my guess maybe JPM deal or two is a nice jump start followed by some laxing of overly burdensome FDA regs"
X Link 2024-12-24T15:52Z [----] followers, [---] engagements

"@LuxuryWatchGuy1 Poor mans version (Exaequo Dali) starts just as many conversations at 1/400th the price lmao"
X Link 2025-01-03T21:11Z [----] followers, [----] engagements

"@Citrini7 $XBI outperforms $QQQ in 2025"
X Link 2025-01-04T18:44Z [----] followers, [----] engagements

"Noticed no one picked $GOSS for #Biopick2025 contest price action has been strong to start the year heading into their Ph [--] PAH readout in H2. Its a 5-10 bagger on positive results 50/50 shot imo. Will post DD at some point but the fact its notably missing out of 100+ names with one of the most asymmetrical events of the year actually makes me more bullish lmao"
X Link 2025-01-07T01:01Z [----] followers, [---] engagements

"$KROS PAH dead for good when are people going to realize $GOSS (L) is severely mispriced down here with Ph [--] PAH readout in [--] months Probably a 2H runner but smart $$ should be loading in H1 before the run up"
X Link 2025-01-15T13:39Z [----] followers, [----] engagements

"Should be a very exciting year for them. I was impressed with the presentation as well I'll be ready to buy the dip if market sells off on interim look for ET for any reason - epilepsy alone could be a monster but the design of the ET trial is creative and I think FDA will be willing to be flexible w/ them as long as safety is good given lack of anything on the market to help today - this is a patient population eager for any help they can get https://x.com/blippd/status/1879715811465761237 https://x.com/blippd/status/1879715811465761237"
X Link 2025-01-16T02:33Z [----] followers, [---] engagements

"Lots to be said on here by lots of very smart and well researched people but as someone whos been long the preferred for a while now heres a few things I appreciate about the investment I dont often hear people talk about - special situation largely uncorrelated from the broader market - due to being OTC its rare situation where retail actually has advantage over a lot of institutions who cant trade / buy OTC securities"
X Link 2025-01-17T03:42Z [----] followers, [---] engagements

"If DJT takes care of crypto insiders with $BTC strategic reserve $TRUMP coin etc. then you better believe he's following through on $FNMA (L) $FMCC $FNMAS (L) for Wall St insiders. Do not forget Paulson turned down the Treasury gig so he could make $1bn+ on these. While I like both long term I'd be willing to bet the GSEs actually outperform Bitcoin next 12-18 months"
X Link 2025-01-20T14:54Z [----] followers, [---] engagements

"@bucketshopcap You forgot to add biotech $XBI in the middle it might actually trump value and energy as the ultimate too smart for their own good laggard investors"
X Link 2025-01-20T23:07Z [----] followers, [---] engagements

"Serious question to $IREN longs is what is their competitive advantage in this space If anyone with a big enough checkbook (Ocrl OAI SoftBank) can build a similar scale facility down the street from them what is the incentive for a hyperscaler to sign up to pay them rates that generate meaningful and defensible margin over the long term I have small position in them due to BTC leverage but dont quite understand the unit economics enough to increase size for AI compute angle"
X Link 2025-01-22T13:36Z [----] followers, [---] engagements

"@midas79_ Sounds like youre not worried about qualifying for long term capital gains on either side of the rotation"
X Link 2025-01-24T16:50Z [----] followers, [---] engagements

"@Alec_Mazo @carney Carney is a hack and he's cost people a lot of money with his reporting on GSEs over the years spooked a lot of investors out of holding through turbulent times - lots sold at 1/10th of where they're trading at today. Article was filled with fluff I don't expect a response"
X Link 2025-01-24T17:22Z [----] followers, [---] engagements

"@Alec_Mazo @carney John youre basically taking credit for telling everyone the Thanksgiving turkey was alive and well youre right until you arent. We all know how this ends and the price of the GSE securities are the inverse of the Turkey index"
X Link 2025-01-24T18:48Z [----] followers, [---] engagements

"@TheShortBear Thoughts on ASML here I feel like when I look across the AI value chain they stand out as a monopolistic player way upstream who benefits from the pie growing regardless of model commoditization downstream. Chart looks busted & earnings tomorrow so I guess we'll see"
X Link 2025-01-29T01:55Z [----] followers, [----] engagements

"All of them still represent a greater than 2x upside without the dilution risk the commons carry. Thats also not accounting for any dividends paid. A double by the end of [----] is a 41% annualized return on a security that will largely be uncorrelated with the macro swings of the broader market. Its hard to find better places to park money than them right now but Im open to ideas if you have em the only reason Im personally not 100% allocated to the name is risk management and diversification purposes. NFI"
X Link 2025-02-05T17:28Z [----] followers, [---] engagements

"$GOSS breaking out today. Probably a blessing it wasnt included in the contest for juju purposes. Still one of my top conviction names and something I believe can easily be a 3-5 bagger before the end of the year before they announce data. Napkin math on how you get there - If you think its a 50/50 hit for Ph3 and the EV on positive data in this market would be $1.5-2bn conservatively (look at $KROS before blow up for a comp) then fair value before data should be $750m or so which is $3 a share. Noticed no one picked $GOSS for #Biopick2025 contest price action has been strong to start the"
X Link 2025-02-05T17:34Z [----] followers, [----] engagements

"@midas79_ That is true and great point to highlight. Per Ackmans math / hypothesis a Freddie release may be delayed in comparison to Fannie - if its a meaningful timeframe (1 year+ it represents a slightly less discounted annualized rate than youre suggesting"
X Link 2025-02-05T18:33Z [----] followers, [---] engagements

"@Citrini7 Beyond the obvious winners some very smart people i am friends with in tech think RPA - Robotic Process Automation - of which $PATH is a leader - is finally going to have its moment with LLM/GenAI powered workflow automation"
X Link 2025-02-06T03:19Z [----] followers, [----] engagements

"@AndyB5891714349 @cognivestment Agree Andy. Presenting at JPM didnt help other bio darlings like $VKTX $CYTK $IMVT etc"
X Link 2025-02-08T17:40Z [----] followers, [---] engagements

"@Biohazard3737 $GOSS is the better buy"
X Link 2025-02-26T00:59Z [----] followers, [---] engagements

"@FinanceLancelot Fannie release announcement + Lower mortgage rates / [--] yr + Spring / Summer seasonality"
X Link 2025-03-01T21:53Z [----] followers, [----] engagements

"Adding to $GOSS $UBX and $NKTR last week https://t.co/pIeXIsvTNC https://t.co/pIeXIsvTNC"
X Link 2025-03-01T22:19Z [----] followers, [----] engagements

"Imagine JPM Fidelity or Vanguard issuing a PR stating they intend to acquire 10% of a companys shares in the near future irrespective of the price. Thats basically what Trump just did with $BTC $ETH $SOL $ADA Not saying its probable but its possible that the sheer confirmation of future large scale strategic reserve purchases creates a 50-100% run up in certain asset prices before the administration even starts buying"
X Link 2025-03-02T16:53Z [----] followers, [----] engagements

"$IMVT raising $500m at $20 a sh when stock was at $24 a month before readout should have been all you needed to see to not gamble on this"
X Link 2025-03-19T12:32Z [----] followers, [----] engagements

"My response to $IREN CEO on contract negotiations Im not expert just my [----] on how I see the poker hand at the moment. Worth noting I am bullish on the DC space and have owned IREN and other DC companies multiple times in the past - I think IREN in particular has this specific challenge given the massive single tenant and 1-2GW footprint they are seeking @danroberts0101 Heres the problem I see - youve chosen a 1-2 GW footprint that for a single tenant to take on limits your TAM customer base to 5-10 possible companies in the world. They all know you dont have the capital to build out such a"
X Link 2025-03-20T12:28Z [----] followers, [---] engagements

"$FNMAS $12 to $25 par by the end of [----] is a 30% CAGR thats almost completely disconnected from the broader market. Im not sure where else you should park your money that offers a better return / risk profile than that but I am open to suggestions"
X Link 2025-03-21T23:25Z [----] followers, [---] engagements

"@LogicalThesis $CAPR $GOSS $MREO $SRPT and everyones favorite punching bag $VKTX lmao"
X Link 2025-04-19T14:49Z [----] followers, [----] engagements

"@PCM_bio https://x.com/drsprs/status/1915491273169154106 This is the thing with Springworks $SWTX. There is a potential bomb of a binary at the end of the year by $IMNM. Varegacestat also known as AL102 is a daily drug and is much more potent. It could cripple nirogacestat sales (BID). I invested in $SWTX after I saw first Q sales https://x.com/drsprs/status/1915491273169154106 This is the thing with Springworks $SWTX. There is a potential bomb of a binary at the end of the year by $IMNM. Varegacestat also known as AL102 is a daily drug and is much more potent. It could cripple nirogacestat"
X Link 2025-04-24T21:07Z [----] followers, [---] engagements

"@fbjb816 Whats your target takeout price"
X Link 2025-04-25T20:46Z [----] followers, [---] engagements

"@Rubenslashh @BucknSF I think its Google that ultimately buys GitLab . probably sooner than later is my guess"
X Link 2025-05-07T10:48Z [----] followers, [--] engagements

"With the volume that $SRPT has done the last two days Ill be very interested to see the Q2 13F filings in July someone is eventually going to step into this name bigly"
X Link 2025-05-07T20:10Z [----] followers, [----] engagements

"It's not too late for $HIMS to buy $VKTX 😂"
X Link 2025-06-23T18:11Z [----] followers, [---] engagements

"@svix_enjoyoor @plainyogurt21 I think EV is still criminally low here if this reads out + despite the economics of the shared rev split w Chiesi. $400m EV here for goss simply 2x it for the whole sera franchise which would be $800m. MRK paid $11.5B for sota and we know it has both safety & efficacy issues"
X Link 2025-08-02T18:52Z [----] followers, [---] engagements

"Ok we're off to a good start here. circle back shortly and I'm pretty sure I'll be an expert in Ether treasury co's and mNAV premium rationale $SBET $BMNR"
X Link 2025-08-04T12:41Z [----] followers, [---] engagements

"@spudheadcapital I think its less about that and more about the sheer size of the footprint limits the number of potential parties to maybe [--] in the world which limits their negotiating power but doesnt preclude getting a deal done https://x.com/blippd/status/1902698675811279036s=46&t=U7nlsWWtFNvNHSB6A0fiAA My response to $IREN CEO on contract negotiations Im not expert just my [----] on how I see the poker hand at the moment. Worth noting I am bullish on the DC space and have owned IREN and other DC companies multiple times in the past - I think IREN in particular has this"
X Link 2025-08-08T12:05Z [----] followers, [----] engagements

"@Marc_750 @spudheadcapital Agree it would be great for either OpenAI or Oracle but reminder of who would hold all the leverage at the negotiating table. One party cant afford the build out without a partner the others can find plenty of alternative options and hold out for the best deal possible"
X Link 2025-08-08T19:57Z [----] followers, [--] engagements

"$SRPT $REPL $CAPR longs going to therapy this week"
X Link 2025-08-09T19:01Z [----] followers, [----] engagements

"Put ChatGPT to work on some oral GLP-1 market sizing & NPV swag math for $VKTX I dont think it did a terrible job for basic model you can adjust any lever individually to re-adjust the Base case but out of the box it ends up around $60/sh. Bull case is where things get spicy"
X Link 2025-08-10T21:28Z [----] followers, [----] engagements

"@pennycheck I mean after the run weve had from April lows until now youre right to be trigger happy a bit on the downside - seems like Im seeing too many PnL screenshots not to see a 5-10% humble pie pullback soon"
X Link 2025-08-11T18:55Z [----] followers, [---] engagements

"@Biohazard3737 The underlying LLM models are still terrible w/ visual interpretation and problem solving. Theyre trained on mostly text & the way they improve is through a recursive feedback loop that requires a sort of validation step which is hard to do visually but perfect for math & coding"
X Link 2025-08-21T01:25Z [----] followers, [---] engagements

"@SaintEquitie MOA premium napkin math seems high to me but agree on additional indications + $7bn comp. $12-$14bn would be incredible"
X Link 2025-08-23T15:55Z [----] followers, [--] engagements

"$CYTK data looks phenomenal I do think M&A chatter will return to this name. $BMY paid $13.1 () billion for Mavacamten and spent the last [--] years educating the market / priming the wheels for a CYTK Afi launch which now appears to have a better drug by almost all measures"
X Link 2025-08-30T11:16Z [----] followers, 40.1K engagements

"So in summary buying CYTK for $4bn right now you are getting an arguably better drug than the one BMY paid $13bn for [--] years ago AND a free call option on nHCM data in early [----] which is now a multi-B market theyd have all to themselves if they hit"
X Link 2025-08-30T11:24Z [----] followers, [----] engagements

"@pennycheck Theres also a scenario where the JPS get converted to common shares at the new IPO price and if the newly listed commons appreciate 25-50% after listing then you are actually looking at potential 150-200% returns"
X Link 2025-08-31T15:09Z [----] followers, [---] engagements

"@pennycheck Ill add one more theme for good measure which I think youre also read into (spoilers) - catalyst is addtl Private/Public partnership announcements related to REEs / energy - names that could double on the next $MP style deal: - $PPTA (L) - $DTR / $DTREF (L) - $UUUU - $IPX"
X Link 2025-08-31T16:35Z [----] followers, [----] engagements

"In addition to $ABVX Allostery Capital also had large positions in $CYTK and $IONS as well as $INSM $GOSS $AMLX prior to shutting down last Q Not sure reason for closing up shop but one thing I know for sure is from a scientific perspective these guys had/have a VERY good eye Unfortunately Allostery had to wind up operations around the end of Q2. They missed out on a huge payday with $ABVX had they not had to close down. Some of the nicest folk in the game they will be back no doubt. Unfortunately Allostery had to wind up operations around the end of Q2. They missed out on a huge payday with"
X Link 2025-09-02T19:45Z [----] followers, [----] engagements

"@jfais20 I disagree with the general premise of this take given the Biotech focus for you & your followers. Losses are inevitable in bio investing. I have found that cutting losers quickly and letting winners run / adding up (the opposite of your advice) is a far superior strategy"
X Link 2025-09-07T23:02Z [----] followers, [---] engagements

"@akramsrazor By far the best M&A target in public SaaS hoping either Google OpenAI or Anthropic takes a bite at the Apple by Nov OpEx"
X Link 2025-09-08T14:39Z [----] followers, [---] engagements

"@EricTheUmpire This seems like a pretty solid assymetric set-up here in light of the recent bounce - almost reminds me of EVLV when they had their accounting issue that was an overhang on the stock for a while before 2x in a year"
X Link 2025-09-15T17:55Z [----] followers, [--] engagements

"@Biohazard3737 IMVT is gunna be flat for the first [--] months and then 3x for the second half"
X Link 2025-09-16T16:59Z [----] followers, [---] engagements

"@yewie115 @HoldenWalker99 @T_Castelluccio @seaurchincevice I dont understand how you can leave JPS outstanding without turning dividends back on Unless you assume that the commons also will not be paying a dividend at IPO Even then that would be an oddly confusing scenario"
X Link 2025-09-16T20:38Z [----] followers, [--] engagements

"@Biohazard3737 @tonythearena @gline Crazy that $ROIV now has a larger market cap than $MRNA"
X Link 2025-09-17T11:57Z [----] followers, [---] engagements

"@mtheory11bio Whats your view on TECX Chris"
X Link 2025-09-17T14:17Z [----] followers, [---] engagements

"@mtheory11bio I thought this article linked in the thread gives a solid overview heading into both readouts - I believe based on current EV the R/R is heavily skewed to the upside (L) $TECX great article by @GongDennis on Tectonic and why the LLY trial isn't applicable. Doesn't mean relaxin works in group [--] PH just that the LLY volenrelaxin trial is too different to draw conclusions. His conclusions ( I agree with these) 1) Overdosing - LLY is dosing 100X $TECX great article by @GongDennis on Tectonic and why the LLY trial isn't applicable. Doesn't mean relaxin works in group [--] PH just that"
X Link 2025-09-17T14:59Z [----] followers, [---] engagements

"@RagingVentures $PATH seems cheap and ripe for PE to turn into a cash cow OR it gets picked up by an AI lab for enterprise workflows as natural evolution from RPA AI automation"
X Link 2025-09-23T00:05Z [----] followers, [---] engagements

"I think its the intertwined nature of Government & Private Markets that didnt exist [--] years ago. All [--] sectors you listed now have the US government as a potential partner / buyer that simply didnt exist [--] years ago. Deals like $MP $INTC Golden Dome Stargate etc. That + extraordinary popular delusions and the madness of crowds"
X Link 2025-09-23T00:16Z [----] followers, [---] engagements

"@Hall8Jack @scamsweeper Jack - curious since you recently did work on this. how does the updated data from PEPG compare to RNA EV of $50m here even w/ offering still feels insanely mispriced no"
X Link 2025-09-24T20:41Z [----] followers, [---] engagements

"For REPL I think theres market is not pricing in a chance that the FDA simply did not have the time to come to a definitive decision at the Type A meeting last week but the sentiment from patient advocacy groups and KOLs is significantly positive https://x.com/robertcoffin3/status/1963950680416084182s=46&t=U7nlsWWtFNvNHSB6A0fiAA The below linked letter from the collective melanoma advocacy organizations is worth a read re RP1 and $REPL https://t.co/5VNLvbwKxI https://x.com/robertcoffin3/status/1963950680416084182s=46&t=U7nlsWWtFNvNHSB6A0fiAA The below linked letter from the collective"
X Link 2025-09-26T13:53Z [----] followers, [---] engagements

"@revgalerivs @ConcernedCtzn24 @HoldenWalker99 Yeahhhhhh no offense but Im gunna put my money with the multi-billion dollar special sits hedge fund Pentwater Capital here and not the anon Twitter account with [---] followers https://www.cnbc.com/video/2025/06/26/matthew-halbower-absolutely-believe-government-will-privatize-fannie-and-freddie.html https://www.cnbc.com/video/2025/06/26/matthew-halbower-absolutely-believe-government-will-privatize-fannie-and-freddie.html"
X Link 2025-09-26T19:10Z [----] followers, [--] engagements

"Small cap / mid cap biotech no where to be found is it possible were still in the early innings $XBI $NKTR $ABVX $QURE Top [--] Themes of [----] $GDX leads +116% YTD https://t.co/hHhgkc4Wor Top [--] Themes of [----] $GDX leads +116% YTD https://t.co/hHhgkc4Wor"
X Link 2025-09-26T23:48Z [----] followers, [----] engagements

"@Sandeman52 Great work and congrats on the long term success and process Quick Q - curious how do you manage the St capital gains tax burden of swing trading names you hold less than a year Do you withdraw from the account quarterly annually"
X Link 2025-10-03T22:25Z [----] followers, [---] engagements

"Industrial / warehouse automation and robotics has been a sneaky theme in this year's AI boom - just noticed the run $SYM has had now trading as a $28bn mkt cap / 30x sales. Softbank very sneakily took private smaller player $BGRY back in March for $375m 5x sales"
X Link 2023-06-17T17:19Z [----] followers, [---] engagements

"New position: Long micro cap $BNOX - an absolute gift at these levels after todays shakeout stemming from short term P&D traders entering the name this morning on $VGTN sympathy play. I believe that $ATAI should just buy this company outright at these levels which would be easier once they are completely delisted from ASX at end of month to simplify M&A process. Thiel and ATAI co-founder are existing investors and have put $20+m into the company at prices 5-6x levels today which fully funded their Phase [--] trial for BNC [---]. $10m market cap at close with PTSD Ph 2b trial enrollment complete"
X Link 2023-08-07T20:52Z [----] followers, [----] engagements

"Excerpt from a long form $FNMAS investment write up Im going to drop soon. I wrote it up last week when I was building my position on the $2.40 to $2.50 range and its moving faster than Ive been able to convert the write up from a word doc to twitter thread. I think this is one of the best asymmetrical opportunities in the entire market for 2024"
X Link 2023-12-22T04:23Z [----] followers, [----] engagements

"Interesting I had been planning to build a spreadsheet on the different issuances and % discount to par value to see how far the deltas are across fnma and fmcc pfd. I've been in $FNMAS for over a year and $FNMFN for a little less than that - LTCG is appealing to me vs. active management of the GSE securities. Give me time to focus on the other 1/2 of my portfolio lol https://twitter.com/i/web/status/1882840567991677373 https://twitter.com/i/web/status/1882840567991677373"
X Link 2025-01-24T17:19Z [----] followers, [---] engagements

"For those so inclined to buy and hold the $FNMA preferred to par value it should be noted that if youre willing to give up liquidity premium from the most liquid series $FNMAS you can buy less-liquid series (too many to list Im in FNMFN) at almost 10% discount to the FNMAS price-to-par"
X Link 2025-02-05T17:25Z [----] followers, [----] engagements

"$IOVA If you've read "For Blood and Money" you will know two things about Wayne Rothbaum: [--]. He is an extremely private person but also he prefers to keep his cards close to his chest with his companies. [--]. He believes if you have a blockbuster asset on your hands diluting shareholders to finance the asset is ultimately more lucrative and beneficial than partnering away the drug itself. Wholly owned assets Both of these behaviors explain some recent actions (or lack there of) with Iovance. They raised almost $200m last year via ATM and they have also been overly quiet with regards to guidance"
X Link 2025-02-08T00:36Z [----] followers, [----] engagements

"Despite $GOSS being a 10% position for me I still dont feel like I own enough. Will look to add on any meaningful dips. Clearly someone is loading here and ready for a potential 200-300% run next 8-9 months before Ph [--] data that could send it 6-10x Lots of people think Chiesi royalty deal caps upside due to low M&A chances if you go listen to Piper Sandler fireside chat in Dec youll hear CEO explain why this doesnt rule it out by any means"
X Link 2025-02-12T18:53Z [----] followers, [---] engagements

"@GardinerIsland I think this is a pretty massive shakeout - the strike price on the warrants will be $1.20/sh. Obviously its a very undercover / obscure name but I think this has multi-bagger potential and the debt holders are swapping debt for equity - balance sheet should be clean after this"
X Link 2025-02-14T19:54Z [----] followers, [--] engagements

"@seedy19tron Who in your opinion are 2-3 best M&A candidates in that list after SWTX"
X Link 2025-02-17T19:58Z [----] followers, [---] engagements

"@midas79_ No galaxy brain love for my FNMFN"
X Link 2025-06-27T02:27Z [----] followers, [---] engagements

"@han_seoul_ohno I think thats a very solid list of SMID cap names if I do say so myself. I dont think I own enough CYTK tbh looking for a pullback on that one. Will look @ GRCE thats new for me. would suggest you take a look @ GOSS if you havent already Ph [--] readout Feb 26"
X Link 2025-08-15T01:58Z [----] followers, [---] engagements

"@StephanKlingel1 @mtheory11bio Ive been long MREO since [----] when Rubric when activist they have absolutely squandered every opportunity thats presented itself"
X Link 2025-08-24T19:08Z [----] followers, [---] engagements

"@pennycheck Its sort of a layup but Ill try and give an easy one to chip away at [--] here but virtually all of the Fannie Mae and Freddie Mac preferred shares offer 50-125% upside in an eventual recap / release scenario by EOY. More obscure names like $FMCCS are at $22 on a $50 par value"
X Link 2025-08-31T15:07Z [----] followers, [----] engagements

"Some of the most interesting risk/reward setups in biotech right now are regulatory bets on a more flexible / accommodating FDA - two in particular I like right now are $IOBT and $REPL 🧵"
X Link 2025-09-26T13:42Z [----] followers, [----] engagements

"@oncinvestor I just see them as very different trades / set-ups. CTMX looks great i owned a bunch at $2 and sold before this run to deploy the cash elsewhere but thats a great name and platform"
X Link 2025-09-26T14:00Z [----] followers, [---] engagements

"@given2tweet Is it possible we get a DA on earnings call ala $WOW"
X Link 2025-10-07T14:50Z [----] followers, [--] engagements

"Its that time of the year again $SRPT $SRPT $REPL $CAPR longs going to therapy this week https://t.co/TipPo1cyS2 $SRPT $REPL $CAPR longs going to therapy this week https://t.co/TipPo1cyS2"
X Link 2025-11-04T12:43Z [----] followers, [----] engagements

"If $VELO was a private VC-backed co w/ the customers and tech that it has aligned w/ the Made in America macro theme for defense semis manufacturing- it would almost certainly be a unicorn - or $1bn valuation. That would be a $40-50 share price or a 10x from these levels"
X Link 2025-11-11T20:21Z [----] followers, [---] engagements

"@zephyr_z9 Would be curious to get your thoughts on Xpeng"
X Link 2025-11-14T23:49Z [----] followers, [---] engagements

"@pennycheck Biomanufacturing - dont count $DNA out $TWST interesting too"
X Link 2025-11-17T21:19Z [----] followers, [----] engagements

"A bearish argument for Bitcoin $BTC I havent seen circulate but would be curious what others think: the massive pivot literally all the miners have done into AI / HPC DCs sort of puts the long-term stability of the entire BTC infrastructure and validation chain at risk no"
X Link 2025-11-23T18:46Z [----] followers, [---] engagements

"$MARA $CIFR $IREN $CORZ $BITF etc the list goes on what happens when long-term stable revenue from all these hyper scalers tips the incentives to supporting the AI buildout vs. mine Bitcoin Who will be left to mine them With what power"
X Link 2025-11-23T18:48Z [----] followers, [---] engagements

"@jayg327 GILD is a really interesting dark horse take they have the market cap to be able to do an aggressive $15-20bn offer maybe 1/2 cash / half stock - and secure a sizable UC/CD franchise for the next decade that compliments their current portfolio"
X Link 2025-11-25T02:39Z [----] followers, [--] engagements

"@zephyr_z9 Ill take it what are the top 2-3 in your mind CIFR and WULF are interesting downstream derivatives I think Google now has 15% stake in WULF and should utilize their DCs for some TPU build out"
X Link 2025-11-29T02:05Z [----] followers, [---] engagements

"@DA_Capital_ @zephyr_z9 Couldnt that claim be made for any Miner - HPC / DC covert story WULF is interesting because of the direct Google ownership stake imo"
X Link 2025-11-29T17:02Z [----] followers, [---] engagements

"@mttgrmm @teamignitevc Matt - a better question is why are secondary markets still so broken In a world where you can now invest in or bet on almost anything (thanks Kalshi) how come 00s of thousands of employees at mid-stage unicorns are basically trapped with no education on options or liquidity"
X Link 2025-12-02T23:14Z [----] followers, [----] engagements

"@tallnfat @jayg327 $130s doubled wild"
X Link 2025-12-05T21:15Z [----] followers, [--] engagements

"If $KYMR is worth $8bn then $NKTR is worth _____"
X Link 2025-12-08T18:05Z [----] followers, [----] engagements

"@stepnotonpets Redwire equity is basically a call option on Space"
X Link 2025-12-09T13:47Z [----] followers, [---] engagements

"@BucknSF Whats the hold up for someone taking out GTLB Buck I actually think their on-prem customer base while high cost to service is a nice moat for one of the big AI labs to be able to work with and fast track model deployments on sensitive code bases w/in Enterprise / Govt"
X Link 2025-12-11T16:31Z [----] followers, [---] engagements

"@aidenybai Add @OpenHandsDev to the list"
X Link 2025-12-26T04:22Z [----] followers, [--] engagements

"@bradloncar @BiotechTV Outside of LLY who does he see as likely suitors that have enough firepower to take on an acquisition of their size Who would be his pick after Lilly and why"
X Link 2025-12-27T04:16Z [----] followers, [---] engagements

"@TheLAPurchaser Dont forget syn bio and lab automation same tailwinds $DNA and $TWST"
X Link 2025-12-28T02:59Z [----] followers, [---] engagements

"@rebekah_e_s The Bonilla potato chips and Vermont creamery crme fraiche is an all time combo has been a NYE tradition for us for the last [--] years we go dill though"
X Link 2026-01-01T18:45Z [----] followers, [----] engagements

"@WexCapital @Taintslapp12283 Comparing ABVX to ALLK"
X Link 2026-01-05T21:32Z [----] followers, [---] engagements

"Question thats been on my mind lately as we see govt investment in private industry to strengthening domestic supply chain who is going to be the $INTC for the pharma supply chain"
X Link 2026-01-14T16:40Z [----] followers, [---] engagements

"Oracles accountant looking at their projected 2025-2030 CapEx growth as SOTA model performance is starting to plateau"
X Link 2026-01-18T14:18Z [----] followers, [---] engagements

"Funny feeling but I think we might get an $OCUL Friday PM PR Monday AM data. Sort of lines up with timelines and getting a week or so to make buzz w/ top line results before full details presented at conference end of month"
X Link 2026-02-12T11:51Z [----] followers, [----] engagements

"@peter_mantas @PythiaR The funny thing is the headline image for that blog looks just like a @Ginkgo autonomous lab if we really get a future where robots / AI are streamlining R&D $DNA should benefit just like $TWST - both well positioned to be picks and shovels (long both)"
X Link 2026-02-13T20:35Z [----] followers, [---] engagements

"Anthropic should buy $GTLB"
X Link 2026-01-27T00:53Z [----] followers, [----] engagements

"@EricTheUmpire Whats the thesis on Staar M&A after failed bid or more of a long term mispriced turnaround story"
X Link 2026-02-04T01:46Z [----] followers, [---] engagements

"Old enough to remember when $GOOGL was rumored to be circling $HUBS as an M&A target (April 2024- when Hubspot was trading at $650 a share)"
X Link 2026-02-04T03:09Z [----] followers, [----] engagements

"If $CRVS is worth $1.6bn then $NKTR is worth _____ If $KYMR is worth $8bn then $NKTR is worth _____ If $KYMR is worth $8bn then $NKTR is worth _____"
X Link 2026-02-11T11:08Z [----] followers, [----] engagements

"Crystal ball ON POINT (minus the federal holiday) 😂 Have a good weekend folks well see ya on Tuesday $OCUL Funny feeling but I think we might get an $OCUL Friday PM PR Monday AM data. Sort of lines up with timelines and getting a week or so to make buzz w/ top line results before full details presented at conference end of month Funny feeling but I think we might get an $OCUL Friday PM PR Monday AM data. Sort of lines up with timelines and getting a week or so to make buzz w/ top line results before full details presented at conference end of month"
X Link 2026-02-13T22:13Z [----] followers, [----] engagements

"Ok this is objectively hilarious An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2 An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2"
X Link 2026-02-13T01:44Z [----] followers, [---] engagements

"An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer"
X Link 2026-02-12T20:34Z 51.6K followers, 1.8M engagements

"RT @MiniMax_AI: Proud moment for open models. M2.5 wasnt designed to be the biggest - it was designed to scale in real production enviro"
X Link 2026-02-12T19:31Z [----] followers, [--] engagements

"Proud moment for open models. M2.5 wasnt designed to be the biggest - it was designed to scale in real production environments. Appreciate the deep dive from @OpenHandsDev 🙌 Details: https://www.minimax.io/news/minimax-m25 Big news for open models: @MiniMax_AI M2.5 is out and its an excellent+affordable coding model. It ranks 4th in our benchmarks the first open model to beat Claude Sonnet. Only Claude Opus and GPT-5.2 Codex score higher. Details on scores and limited-time free access below 🧵 https://t.co/yfQJiMLkw0 https://www.minimax.io/news/minimax-m25 Big news for open models:"
X Link 2026-02-12T18:12Z 62.3K followers, 36K engagements

"Big news for open models: @MiniMax_AI M2.5 is out and its an excellent+affordable coding model. It ranks 4th in our benchmarks the first open model to beat Claude Sonnet. Only Claude Opus and GPT-5.2 Codex score higher. Details on scores and limited-time free access below 🧵"
X Link 2026-02-12T16:32Z [----] followers, 43.7K engagements

"If $KYMR is worth $8bn then $NKTR is worth _____"
X Link 2025-12-08T18:05Z [----] followers, [----] engagements

"SaaS needs a Druckenmiller or Ackman figure to show up on CNBC and pound the table today felt like the ultimate capitulation but I think market would love a white knight to show up and bring some confidence to the sector"
X Link 2026-02-03T23:10Z [----] followers, [---] engagements

"What is the best LLM for agentic software engineering Today we're releasing The OpenHands Index to answer this question. It's the first broad-coverage benchmark for AI coding agents comparing them on accuracy cost and runtime across [--] task domains"
X Link 2026-01-29T14:01Z [----] followers, 23.8K engagements

"Anthropic should buy $GTLB"
X Link 2026-01-27T00:53Z [----] followers, [----] engagements

"Oracles accountant looking at their projected 2025-2030 CapEx growth as SOTA model performance is starting to plateau"
X Link 2026-01-18T14:18Z [----] followers, [---] engagements

"2 months from our v1 release the OpenHands Software Agent SDK has been downloaded over 500k times. Thanks everyone for the support and contributions"
X Link 2026-01-05T17:10Z [----] followers, [----] engagements

"People forget that Tim Cook was running apples supply chain before he was CEO. The big move that got him there was locking down SSD memory supply which enabled them to launch iPod nano. Sourcing is strategic as it gets for these companies not having an A+ player manage TPU chain is gunna be a big boo boo Executives who fail to secure memory supply get fucking fired LMAO https://t.co/YWkYlCPAPR Executives who fail to secure memory supply get fucking fired LMAO https://t.co/YWkYlCPAPR"
X Link 2025-12-25T14:41Z [----] followers, [----] engagements

"Executives who fail to secure memory supply get fucking fired LMAO Exclusive Microsoft and Google stationed in Korea pleading for supply Get fired if you fail to secure Samsung and SK volume Earlier this month purchasing executives from Microsoft (MS) who visited Korea held long-term agreement (LTA) and price negotiations with SK hynix. At https://t.co/MD9F2k0l4A Exclusive Microsoft and Google stationed in Korea pleading for supply Get fired if you fail to secure Samsung and SK volume Earlier this month purchasing executives from Microsoft (MS) who visited Korea held long-term agreement (LTA)"
X Link 2025-12-25T09:26Z 70.5K followers, 1.2M engagements

"sometimes i pause and reflect on how amazing it is that most startups are trying to do something everyone who came before them either thought was impossible or failed at"
X Link 2025-12-22T16:02Z 79.8K followers, 448.3K engagements

"How If you divide [--] by [------] you get all three-digit numbers from [---] to [---] in order except for [---]. https://t.co/es4Anm5i1B If you divide [--] by [------] you get all three-digit numbers from [---] to [---] in order except for [---]. https://t.co/es4Anm5i1B"
X Link 2025-06-01T16:43Z [----] followers, [---] engagements

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