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@neuracap
"AIEnabled Diagnostics: $TEM Tempus Controls one of the largest deidentified clinical/genomic datasets; guiding XX% y/y revenue growth to $XXXX billion in 2025 and an adjusted EBITDA breakeven.$200 million deal with AstraZeneca for oncology foundation models" @neuracap on X 2025-07-23 13:31:13 UTC 10.5K followers, XXX engagements
"CrossBorder ECommerce: $GLBE SaaS checkout/localization for SMBs selling internationally; ARR growth XX% and positive free cash flow. Tailwinds from global digital trade but competition from Shopify Adyen" @neuracap on X 2025-07-23 13:31:20 UTC 10.5K followers, XXX engagements
"Quantum & Cloud Computing: $IONQ & $NBIS IONQ: One of the few publiclytraded quantum hardware providers; revenue growth tied to cloudbased quantum compute services. NBIS: Building decentralized onpremises cloud alternativesearly stage unproven model vs. AWS/Azure" @neuracap on X 2025-07-23 13:31:17 UTC 10.5K followers, XXX engagements
"Investors should allocate across cohorts overweighting companies with strong data/tech moats and clear nearterm revenue inflection points (e.g. Tempus AI Globale) while treating pure hardware platform risks (eVTOL modular reactors) as higherbeta conviction bets" @neuracap on X 2025-07-23 13:31:20 UTC 10.5K followers, XXX engagements
"eVTOL Air Mobility: $ACHR Midnight aircraft (4 passengers XXX mile range) backed by United Airlines 100unit LOI; FAA Part XXX certified aiming for 2025 service launch. Holds $X billion postraise; Q1 2025 EPS of $XXXX beat expectations but remains prerevenue overall" @neuracap on X 2025-07-23 13:31:14 UTC 10.5K followers, XXX engagements
"Digital Health & TeleCare: Hims & Hers $HIMS Directtoconsumer telehealth subscriptions for primary care and prescriptions; expanding into womens health and mental health.Strong unit economics; competitive market with Teladoc and others" @neuracap on X 2025-07-23 13:31:16 UTC 10.5K followers, XXX engagements
"Modular Nuclear Power: $OKLO Developing Aurora fast reactors (1550 MWe) with inherent safety via negative reactivity feedback; targets datacenter and remotesite power.Investors include Sam Altmans Hydrazine Capital and a partnership with Vertiv for AI datacenter cooling" @neuracap on X 2025-07-23 13:31:14 UTC 10.5K followers, XXX engagements
"Satellite & Telecom Disruption: $ASTS Building lowEarthorbit cell towers to provide broadband via 5G satellites; partners include Vodafone and AT&T. Capital-intensive and long lead times to satellite deployment" @neuracap on X 2025-07-23 13:31:15 UTC 10.5K followers, XXX engagements
"Those who control energy and compute will shape the future and the next economic era - The AI Era" @neuracap on X 2025-07-23 05:53:15 UTC 10.5K followers, XXX engagements
"Advanced Batteries & Semiconductors: $ENVX & $NVTS ENVX: 3D silicon Liion batteries promising higher energy density; ramping Gen2 pilot lines in late 2025 NVTS: GaNbased power ICs poised to replace silicon MOSFETs in EV/AI power trains; already shipping to STMicro etc" @neuracap on X 2025-07-23 13:31:16 UTC 10.5K followers, XXX engagements
"Clean Energy & Storage: $EOSE EOSE: Zinchybrid batteries with long cycle life; selected by power utilities for renewables integration. EOSE Prospects: Commercial scaleup critical; risk of tech execution delays" @neuracap on X 2025-07-23 13:31:18 UTC 10.5K followers, XXX engagements
"Genomics & Therapeutics: $PRME & $WGS PRME: Gene editing platform for offtheshelf cancer therapies using prime editing; earlystage with high R&D spend. WGS: ( Similar to Illuminas clinical arm; large market but dominated by incumbents" @neuracap on X 2025-07-23 13:31:19 UTC 10.5K followers, XXX engagements