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@mikeaxolotl "Didn't buy $PRME at $X Want another cheap yet high potential entry into the gene editing sector Meet $MGX. Why $MGX (Metagenomi) could be sitting on one of biotechs most undervalued data goldmines and no one's paying attention (yet). 🧬 1/ A pet DNA dataset sold for over $1B. Verve focused on a small set of cardiovascular gene edits just got acquired for $1B+. So what's $MGX a metagenomics dataset using AI to mine millions of novel CRISPR systems really worth 2/ MGX collects microbial DNA from extreme environments: 🌊 Ocean trenches 🌱 Soil 🧠 Human gut ❄ Arctic biomes They feed this into an"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-17 20:04:56 UTC XXX followers, 2017 engagements

"$ASTS from here still has 10x+ potential within the next X years. Were just getting started"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 13:51:12 UTC XXX followers, XXX engagements

"The narrative is changing. Gene editing stocks wont crash and burn they are the next frontier. 2030s is going to be huge. $NTLA / $PRME / $MGX"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 14:16:39 UTC XXX followers, XXX engagements

"@SawyerMerritt They dont look cool enough the BYD U9 does but its not available in australia"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:45:20 UTC XXX followers, XX engagements

"1/ Why gene editing ( $MGX $NTLA $PRME) is a hedge against AI at least for now. Even with perfect physics many gene editing problems are intrinsically hard to compute beyond what AI or quantum can solve. Heres why this matters for investors 👇"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:18:22 UTC XXX followers, XXX engagements

"2/ AI even at $GOOG scale runs on classical compute. Key biotech problems enzyme discovery nuclease engineering pathway modeling sit in NP-hard PSPACE EXPTIME classes. These arent easily solvable with more GPUs"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:18:23 UTC XXX followers, XX engagements

"The 'Rare Earth/life' solution to the Fermi paradox feels weak. Even a single intelligent civilization only marginally older than ours could launch a wave of self-replicating probes across galaxies and even out to the observable universe for a shockingly low energy cost The energy required to initiate full-scale intergalactic colonization is equivalent to just six hours of our Suns total output. So within a remarkably small fraction of a civilizations energy budget and on humanly achievable timescales complete colonization is technically cheap and fast. This makes the lack of evidence for"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-19 14:32:08 UTC XXX followers, 2760 engagements

"The narrative is changing. Gene editing stocks wont crash and burn they are the next frontier. 2030s is going to be huge. $NTLA / $PRME / $MGX"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 14:16:39 UTC XXX followers, XXX engagements

"5.5/ What about AlphaFold It predicts static structures via learned patterns not full physics. Fails at dynamics (folding complexes off-targets). And close isnt enough small energy errors = failed drugs. Metagenomic data + wet-lab work remain essential"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:18:28 UTC XXX followers, XX engagements

"6/ Quantum IonQ ( $IONQ) & Rigetti ( $RGTI) are far from the millions of logical qubits needed for PSPACE/EXPTIME biology. For now even quantum cant brute force enzyme discovery or nuclease design. There is always room for smart algorithms to make use of whats available"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:18:29 UTC XXX followers, XX engagements

"7/ Until radically new compute arrives gene editing is one of few sectors where human capital + wet-lab IP can beat pure AI. For an AI hedge watch $MGX $NTLA $PRME $BEAM $CRSP. etc any promising gene therapy stock"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-21 11:18:30 UTC XXX followers, XXX engagements

"Rarity can be part of the explanation but it cant fully resolve the Fermi paradox. Even if there were only one intelligent civilization per Hubble volume the estimates I linked show that initiating an intergalactic colonization wave would require energy equivalent to just six hours of our Suns output. Even if that estimate is off by XX or XXX or 1000x the cost remains trivial and the time minimal such probes could spread across millions of galaxies within a fraction of the universes age. Unless were literally the first by billions of years rarity alone cant explain the silence something else"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-19 16:19:00 UTC XXX followers, 1011 engagements

"Im glad quantum doesnt matter at the moment it gives me peace of mind that all AIs are currently trained on classical hardware and so no matter how intelligent will struggle with problems in NP PSPACE or EXPTIME. Since most experts believe P NP. This delays the AI take over of everything. Biology is still too difficult to compute wet-labs are still needed 😁 our investments are safe for now"
@mikeaxolotl Avatar @mikeaxolotl on X 2025-07-19 18:26:35 UTC XXX followers, XXX engagements