# ![@FairpathAdvisor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1889350876076318720.png) @FairpathAdvisor FairPath Advisory

FairPath Advisory posts on X about $twst, ai, $psnl, $almu the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1889350876076318720/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889350876076318720/c:line/m:interactions.svg)

- [--] Week [------] -28%
- [--] Month [------] +2,364%
- [--] Months [------] +652%

### Mentions: [--] [#](/creator/twitter::1889350876076318720/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889350876076318720/c:line/m:posts_active.svg)

- [--] Months [--] +123%

### Followers: [------] [#](/creator/twitter::1889350876076318720/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889350876076318720/c:line/m:followers.svg)

- [--] Week [---] +5.70%
- [--] Month [---] +60%
- [--] Months [---] +225%

### CreatorRank: [---------] [#](/creator/twitter::1889350876076318720/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889350876076318720/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [countries](/list/countries) 

**Social topic influence**
[$twst](/topic/$twst) #8, [ai](/topic/ai), [$psnl](/topic/$psnl) #21, [$almu](/topic/$almu), [$rr](/topic/$rr), [$arkg](/topic/$arkg), [$tem](/topic/$tem) #17, [company](/topic/company) #532, [$xrpi](/topic/$xrpi), [$sruuf](/topic/$sruuf)

**Top accounts mentioned or mentioned by**
[@petermantas](/creator/undefined) [@goodalexander](/creator/undefined) [@garold139](/creator/undefined) [@richardprati](/creator/undefined) [@citrini7](/creator/undefined) [@mvcinvesting](/creator/undefined) [@cruxcapital](/creator/undefined) [@midwitcapital](/creator/undefined) [@rklbsfan](/creator/undefined) [@frameworkwisely](/creator/undefined) [@trentkelp](/creator/undefined) [@vmaxpax](/creator/undefined) [@trekbroker](/creator/undefined) [@shmilylt](/creator/undefined) [@jzampetti94320](/creator/undefined) [@stockssoar](/creator/undefined) [@louiscooper](/creator/undefined) [@anandragn](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@microcaptrader](/creator/undefined)

**Top assets mentioned**
[Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [retard to retired (R/R)](/topic/$rr) [Tempus AI, Inc. (TEM)](/topic/$tem) [XRP (XRP)](/topic/xrp) [OpenServ (SERV)](/topic/$serv) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Teradyne, Inc. (TER)](/topic/$ter) [UiPath, Inc. (PATH)](/topic/$path) [Merck & Co., Inc. (MRK)](/topic/$mrk) [DLocal Limited (DLO)](/topic/$dlo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Newsmax Inc (NMAX)](/topic/$nmax) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Apple, Inc. (AAPL)](/topic/$aapl) [A10 NETWORKS INC (ATEN)](/topic/$aten) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Cameco Corporation (CCJ)](/topic/$ccj) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [Amdocs, Ltd. (DOX)](/topic/$dox) [Jesus Coin (JESUS)](/topic/$jesus) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Spacemesh (SMH)](/topic/$smh) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Knightscope, Inc. (KSCP)](/topic/$kscp) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ALMU tech came out of DARPA DOD & DOE contracts. Cutting edge tech trying to go commercial. US based semiconductor for AI autonomous driving etc. Strong pedigree of backers including Nobel Physics winner NVDA BOD member. Undiscovered low market cap"  
[X Link](https://x.com/FairpathAdvisor/status/1923382105913888935)  2025-05-16T14:16Z [--] followers, [---] engagements


"$NMAX leveled off with Q behind them. Stock has MEMEability"  
[X Link](https://x.com/FairpathAdvisor/status/1923382778390860043)  2025-05-16T14:19Z [--] followers, [--] engagements


"$NMAX trying to go"  
[X Link](https://x.com/FairpathAdvisor/status/1924480419233218922)  2025-05-19T15:01Z [--] followers, [--] engagements


"$PLTM Platinum making a move out of epic base $PLAT $PLG $ANGPY $PLTM $PLAT Platinum could soon breakout form an epic base https://t.co/3y2pIkwWPN $PLTM $PLAT Platinum could soon breakout form an epic base https://t.co/3y2pIkwWPN"  
[X Link](https://x.com/FairpathAdvisor/status/1924872739065659796)  2025-05-20T16:59Z [--] followers, [---] engagements


"$ALMU I've done some digging to see how legitimate this company is. Coming off the OTC being a potential red flag. The pedigree of those involved is about as good as it gets. Alan Patterson of EEtimes appears to be a very legitimate technology correspondent. $ALMU Better explanation of the technology. Hope they get the orders and not just hype talk. $100+ if they execute. https://t.co/KvOfV4q3GW $ALMU Better explanation of the technology. Hope they get the orders and not just hype talk. $100+ if they execute. https://t.co/KvOfV4q3GW"  
[X Link](https://x.com/FairpathAdvisor/status/1930286713869402510)  2025-06-04T15:33Z [--] followers, [----] engagements


"Resources are hot. $URA tends to pullback after each new high but maybe this time it is off to the races. $CCJ https://schrts.co/PyYAFbsR https://schrts.co/PyYAFbsR"  
[X Link](https://x.com/FairpathAdvisor/status/1931075031385448631)  2025-06-06T19:45Z [--] followers, [--] engagements


"$NTNX & $XRP best chart setups I can see"  
[X Link](https://x.com/FairpathAdvisor/status/1940783869151855090)  2025-07-03T14:45Z [--] followers, [---] engagements


"$ALMU trading so well. This could be game changing semiconductor technology and the share structure is very advantageous at this current moment in time"  
[X Link](https://x.com/FairpathAdvisor/status/1940832498411622627)  2025-07-03T17:58Z [--] followers, [--] engagements


"@RklbsFan @FrameworkWisely I have no idea either but the multitude of govt. contracts & the fact that this company didn't say a peep for several years while being publicly traded in conjunction with pedigree of those involved make this a buy and hold for me"  
[X Link](https://x.com/FairpathAdvisor/status/1942978258577866891)  2025-07-09T16:04Z [--] followers, [--] engagements


"$DLO looks ready to go. Stablecoin play great fundamentals"  
[X Link](https://x.com/FairpathAdvisor/status/1945863513575920029)  2025-07-17T15:09Z [--] followers, [--] engagements


"@goodalexander so it's not completely out of the belief that it can't go much higher right"  
[X Link](https://x.com/FairpathAdvisor/status/1945875634208518153)  2025-07-17T15:57Z [--] followers, [----] engagements


"@trentkelp @Vmaxpax Incredible pedigree & one point I like to make is this company was radio silent for years and only waited until they received govt. contracts to up-list and start talking. Makes me think they have the goods"  
[X Link](https://x.com/FairpathAdvisor/status/1948495835307679954)  2025-07-24T21:29Z [--] followers, [---] engagements


"@TREK_Broker link isn't working can you update"  
[X Link](https://x.com/FairpathAdvisor/status/1948837828122870009)  2025-07-25T20:08Z [--] followers, [--] engagements


"$CLPT I kind of hope there's a puke of shares into the $8's on fatigue of not seeing the accelerated growth in the numbers. It's all coming and will be seen sometime by late [----] in my opinion but slower than people anticipated all along including myself"  
[X Link](https://x.com/FairpathAdvisor/status/1952749950590193901)  2025-08-05T15:14Z [--] followers, [----] engagements


"@Garold139 I've been disappointed by not seeing the ramp of q/q growth &I think there's a puking of that if we don't see it the next Q or [--]. In my bones I know it's just taking a little longer than expected but is undoubtedly coming. Once the world says yes infinite yes's follow"  
[X Link](https://x.com/FairpathAdvisor/status/1952790126163312956)  2025-08-05T17:53Z [--] followers, [--] engagements


"@shmilylt @Garold139 ramp up and sell has been the status quo. Sell off and recovery this time around"  
[X Link](https://x.com/FairpathAdvisor/status/1952790325979955308)  2025-08-05T17:54Z [--] followers, [--] engagements


"$ALMU I'd hope to see the manufacturing partner signed in the next [--] days. Then let's see if and who and how much for some initial commercial projects"  
[X Link](https://x.com/FairpathAdvisor/status/1952791486652948971)  2025-08-05T17:59Z [--] followers, [---] engagements


"@JZampetti94320 @StocksSoar Why would a sale of his personal shares be a sign of no raise and a deal The money won't go to the company and wouldn't be prefer sell after a deal"  
[X Link](https://x.com/FairpathAdvisor/status/1957070076009464253)  2025-08-17T13:20Z [--] followers, [--] engagements


"@LouisCooper_ @goodalexander $JESUS Coin"  
[X Link](https://x.com/FairpathAdvisor/status/1958981259046309918)  2025-08-22T19:55Z [--] followers, [--] engagements


"Comparing $RR to $SOUN $RGTI $QBTS $QMCO I think a price target somewhere around $9-12 is quite possible. $3.15 currently"  
[X Link](https://x.com/FairpathAdvisor/status/1960509529336242294)  2025-08-27T01:07Z [--] followers, [---] engagements


"@RichardPrati Great writeup on $ALMU"  
[X Link](https://x.com/FairpathAdvisor/status/1960759363754229923)  2025-08-27T17:40Z [--] followers, [---] engagements


"@RichardPrati Great write-up on $ALMU This is THE buy and stash away stock that @Citrini7 gave an example of today with $AAPL"  
[X Link](https://x.com/FairpathAdvisor/status/1960763389950746642)  2025-08-27T17:56Z [--] followers, [---] engagements


"$ASPI rare earth metal play with a dynamite chart"  
[X Link](https://x.com/FairpathAdvisor/status/1961129659086557563)  2025-08-28T18:12Z [--] followers, [---] engagements


"$SMH and AI down today $ALMU up 🤔"  
[X Link](https://x.com/FairpathAdvisor/status/1961506259045065105)  2025-08-29T19:08Z [--] followers, [---] engagements


"$CLPT sider senses saying it won't be unnoticed much longer"  
[X Link](https://x.com/FairpathAdvisor/status/1965468876063621295)  2025-09-09T17:34Z [--] followers, [----] engagements


"$ALMU little disappointed in the revenue picture for [----] but at roughly $230 million market cap for the upside don't see why it should spend much time lower than $15"  
[X Link](https://x.com/FairpathAdvisor/status/1965797696108962172)  2025-09-10T15:21Z [--] followers, [---] engagements


"$RR robotics hot theme in a hot market. I think this one goes crazy as the robot meme stock. $SERV $SYM $TER $STXS Comparing $RR to $SOUN $RGTI $QBTS $QMCO I think a price target somewhere around $9-12 is quite possible. $3.15 currently Comparing $RR to $SOUN $RGTI $QBTS $QMCO I think a price target somewhere around $9-12 is quite possible. $3.15 currently"  
[X Link](https://x.com/FairpathAdvisor/status/1966161286749892697)  2025-09-11T15:25Z [--] followers, [---] engagements


"$RR analog update to where I think it is. Hopefully some profits have been taken along the way and now hope the remaining can be sold north of $8 $TER $TSLA $SYM $SERV $RR analog $SERV $TER $TSLA $SYM https://t.co/bKPAR6ogHP $RR analog $SERV $TER $TSLA $SYM https://t.co/bKPAR6ogHP"  
[X Link](https://x.com/FairpathAdvisor/status/1970518628706701609)  2025-09-23T16:00Z [--] followers, [---] engagements


"@mvcinvesting $ALMU"  
[X Link](https://x.com/FairpathAdvisor/status/1971573767114518604)  2025-09-26T13:53Z [--] followers, [---] engagements


"$RR I think they just wiped out the scared bulls and things are back in business for new cycle highs"  
[X Link](https://x.com/FairpathAdvisor/status/1971586408407331087)  2025-09-26T14:43Z [--] followers, [---] engagements


"$RR $AISP $KSCP $SERV $BMNR"  
[X Link](https://x.com/FairpathAdvisor/status/1973794147019731418)  2025-10-02T16:56Z [--] followers, [---] engagements


"@crux_capital_ Yes I just hold my predetermined % allocation for the long road of finding out if they have something special or not. I'm a little concerned with them meeting some of the expectations they've set out at this point but expect it to change in one instance"  
[X Link](https://x.com/FairpathAdvisor/status/1978121895305179541)  2025-10-14T15:33Z [--] followers, [---] engagements


"@crux_capital_ I did this with $CLPT"  
[X Link](https://x.com/FairpathAdvisor/status/1978121987496042658)  2025-10-14T15:33Z [--] followers, [---] engagements


"As someone who doesn't enjoy the traditional crypto access path excited to see XRP with an ETF $XRPI $XRPUSD Introducing $XRPI: Get 1:1 exposure to #XRP through a familiar ETF structure. No wallets. No keys. No crypto exchanges. Learn More: https://t.co/BukBiM3mSl Avoid steep learning curve and trade through standard brokerage account. Trade now on major platforms #XRPinvesting https://t.co/fwKXimS6Ei Introducing $XRPI: Get 1:1 exposure to #XRP through a familiar ETF structure. No wallets. No keys. No crypto exchanges. Learn More: https://t.co/BukBiM3mSl Avoid steep learning curve and trade"  
[X Link](https://x.com/FairpathAdvisor/status/1925569979354649057)  2025-05-22T15:10Z [--] followers, [---] engagements


"@anandragn $RSP $IYT $IYJ $IJR kind of day.start of a trend"  
[X Link](https://x.com/FairpathAdvisor/status/1957820600971415791)  2025-08-19T15:03Z [--] followers, [---] engagements


"$RR analog $SERV $TER $TSLA $SYM https://schrts.co/QXwGHbwM https://schrts.co/QXwGHbwM"  
[X Link](https://x.com/FairpathAdvisor/status/1966207556012871891)  2025-09-11T18:29Z [--] followers, [---] engagements


"$STXS is the stealth healthcare robotics play that should ride the theme soon. $RR $TER $TSLA $SERV $SYM"  
[X Link](https://x.com/FairpathAdvisor/status/1970136295918956909)  2025-09-22T14:41Z [--] followers, [---] engagements


"$STXS looks like it has started"  
[X Link](https://x.com/FairpathAdvisor/status/1970516876137558367)  2025-09-23T15:53Z [--] followers, [---] engagements


"@mvcinvesting $STXS"  
[X Link](https://x.com/FairpathAdvisor/status/1971573668850602098)  2025-09-26T13:52Z [--] followers, [---] engagements


"$RR has the big NVDA conference in less than two weeks. Always figured they would MEME this thing into it possibly going for $8-12. Let's see"  
[X Link](https://x.com/FairpathAdvisor/status/1978164885516169301)  2025-10-14T18:23Z [--] followers, [----] engagements


"@SixSigmaCapital $TWST is the best way to play it"  
[X Link](https://x.com/FairpathAdvisor/status/1980479676062867942)  2025-10-21T03:42Z [--] followers, [---] engagements


"AI shift from data centers to biotech is underway and will come full bloom in [----]. I was feeling this intuitively but h/t to @peter_mantas for sussing it out clearly. $ARKG $TWST $PSNL"  
[X Link](https://x.com/FairpathAdvisor/status/1980639781081305165)  2025-10-21T14:18Z [--] followers, [----] engagements


"$ALMU I am excited about this holding LT but they've set some hype that they need to deliver on or else a credibility issue builds @MicrocapTrader @anduriltech @SpaceX @PalantirTech I own aeluma but to be really honest do not like these slides Zero substance scammy vibes from a company that clearly has the goods Bad look imo @MicrocapTrader @anduriltech @SpaceX @PalantirTech I own aeluma but to be really honest do not like these slides Zero substance scammy vibes from a company that clearly has the goods Bad look imo"  
[X Link](https://x.com/FairpathAdvisor/status/1980651559043363124)  2025-10-21T15:05Z [--] followers, [---] engagements


"Added $TWST 30.30's. Going to try and not break my rules and keep it under 5% portfolio allocation but Peter is going to be testing me If you think AI will be a huge catalyst for drug discovery please understand AI driven antibody binder generation and its impact on SynBio. Use Gemini or ChatGPT to learn up on it if you have to. The only place to go in the public markets for that is $twst. I will try and post If you think AI will be a huge catalyst for drug discovery please understand AI driven antibody binder generation and its impact on SynBio. Use Gemini or ChatGPT to learn up on it if you"  
[X Link](https://x.com/FairpathAdvisor/status/1981365487670841836)  2025-10-23T14:21Z [--] followers, [----] engagements


"$PSNL Great summary breakdown here. This name is vastly under covered on X. Medicare backing is going to bring everyone to the yard. $ARKG AI Biotech Revolution $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early detection capability is crucial. $TEM invested $47M for a 19.3% stake with add. buys at $5.07. $35M in equity and up to $12M in milestone payments https://t.co/ETBTJV4FOn $PSNL's NeXT Personal platform detects cancer recurrence 6-11 months earlier than standard imaging in cancer patients. This early"  
[X Link](https://x.com/FairpathAdvisor/status/1981438678648930755)  2025-10-23T19:12Z [--] followers, [----] engagements


"$DLO nice setup into earnings. Hoping for a repeate of last Q"  
[X Link](https://x.com/FairpathAdvisor/status/1981726354769945007)  2025-10-24T14:15Z [--] followers, [---] engagements


"Josh Wolfe points out AIs trajectory from data centers to robotics and biology around the late [--] min mark. $TWST is the TSM of biology 👀AI Investor rapid-fire debate datacenters NVDA META GOOG AAPL MSFT SK Hynix Memory Robots "Lifecording" open source maintenance capex decline of SaaS Anduril + more. -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger) https://t.co/61PfHQbitq 👀AI Investor rapid-fire debate datacenters NVDA META GOOG AAPL MSFT SK Hynix Memory Robots "Lifecording" open source maintenance capex decline of SaaS Anduril + more. -Brad"  
[X Link](https://x.com/FairpathAdvisor/status/1982650682206556524)  2025-10-27T03:28Z [--] followers, [----] engagements


"@Citrini7 TWST PSNL CLPT"  
[X Link](https://x.com/FairpathAdvisor/status/1983004596252586176)  2025-10-28T02:55Z [--] followers, [---] engagements


"One would think utilities are about to panic a little NOW on securing supply 3-7 years out. $SRUUF $URA"  
[X Link](https://x.com/FairpathAdvisor/status/1983184842901860591)  2025-10-28T14:51Z [--] followers, [---] engagements


"If insiders are risking that much I can risk 50bps of my mine. $SMMT Let's see if their phase [--] trials can hit.yahtzee Insiders at Summit Therapeutics $SMMT bought $282M of the stock in their recent private placement so we should see a bunch of Form [--] filings coming in over the next few days for those. Insiders at Summit Therapeutics $SMMT bought $282M of the stock in their recent private placement so we should see a bunch of Form [--] filings coming in over the next few days for those"  
[X Link](https://x.com/FairpathAdvisor/status/1983190721298608499)  2025-10-28T15:14Z [--] followers, [---] engagements


"$PATH feels like it could be a big winner ahead"  
[X Link](https://x.com/FairpathAdvisor/status/1983193191525519848)  2025-10-28T15:24Z [--] followers, [---] engagements


"Added some $DCTH this afternoon. Hoping for a swipe low stop out now recovery"  
[X Link](https://x.com/FairpathAdvisor/status/1983263075966091405)  2025-10-28T20:02Z [--] followers, [---] engagements


"AI biological implications are not priced Boomers want to live forever & 100's of Billions will flow into life sciences to achieve it. $TWST is the easy picks and shovel way to play this and it's flying completely under the radar. $ARKG $XBI"  
[X Link](https://x.com/FairpathAdvisor/status/1983914247978402233)  2025-10-30T15:09Z [--] followers, [----] engagements


"You're going to need Uranium to fuel it $SRUUF"  
[X Link](https://x.com/FairpathAdvisor/status/1983914410637684744)  2025-10-30T15:10Z [--] followers, [---] engagements


"$CLPT picks and shovel to the brain gene therapies neurodegenerative diseases"  
[X Link](https://x.com/FairpathAdvisor/status/1983914830131081392)  2025-10-30T15:12Z [--] followers, [---] engagements


"$XBI $ARKG nice relative strength today. Roooootation"  
[X Link](https://x.com/FairpathAdvisor/status/1984258967808446527)  2025-10-31T13:59Z [--] followers, [---] engagements


"@peter_mantas any thoughts on $TEM"  
[X Link](https://x.com/FairpathAdvisor/status/1984273866856992974)  2025-10-31T14:58Z [--] followers, [---] engagements


"$TWST Love that dip the past [--] days and now the recovery. The moment seems to be coming soon that TWST announces the end of it's [--] month downtrend"  
[X Link](https://x.com/FairpathAdvisor/status/1984274298828369961)  2025-10-31T15:00Z [--] followers, [---] engagements


"@JMac_SI $CLPT well balanced discussion. Unfortunate set events from the FDA. Dr. doesn't know why FDA agreed to this design. Feels bad for $QURE Excited and hopeful for AMT-130 proper trial should be funded. She would not recommend AMT if FDA approved. Wants more data/patients"  
[X Link](https://x.com/FairpathAdvisor/status/1986550229261316462)  2025-11-06T21:44Z [--] followers, [---] engagements


"@Movni5 @midwit_capital Simple blood test let's you know months in advance of imaging it's come back or gives peace of mind. https://investors.personalis.com/news-releases/news-release-details/personalis-announces-new-data-landmark-lung-cancer-trial https://investors.personalis.com/news-releases/news-release-details/personalis-announces-new-data-landmark-lung-cancer-trial"  
[X Link](https://x.com/FairpathAdvisor/status/1990964888261345682)  2025-11-19T02:06Z [--] followers, [--] engagements


"@midwit_capital The OG"  
[X Link](https://x.com/FairpathAdvisor/status/1991909569824796724)  2025-11-21T16:40Z [--] followers, [--] engagements


"$RIVN chart too good to ignore at this point"  
[X Link](https://x.com/FairpathAdvisor/status/1993784554344300782)  2025-11-26T20:50Z [--] followers, [--] engagements


"$TWST on the cusp of breaking a [--] month downtrend"  
[X Link](https://x.com/FairpathAdvisor/status/1996609790466736525)  2025-12-04T15:57Z [--] followers, [---] engagements


"$TWST this should be the breakout over $33. My highest conviction long for 2026"  
[X Link](https://x.com/FairpathAdvisor/status/2001308876986093702)  2025-12-17T15:09Z [--] followers, [---] engagements


"insane how much $TWST is teasing the BO since Oct. It's doing a good job of not letting many swing traders participate in the eventual initial launch"  
[X Link](https://x.com/FairpathAdvisor/status/2001667457803538555)  2025-12-18T14:54Z [--] followers, [---] engagements


"$twst there you go next to no volume on the break for low participation. We'll see if a retest is still required"  
[X Link](https://x.com/FairpathAdvisor/status/2003128926990979146)  2025-12-22T15:42Z [--] followers, [---] engagements


"$ARKG looks like it's going to $38-40 over the next few months"  
[X Link](https://x.com/FairpathAdvisor/status/2008551268281884974)  2026-01-06T14:48Z [--] followers, [--] engagements


"$TMDX sexy and I know it $TMDX is maybe the sexiest technical setup I see out there $TMDX is maybe the sexiest technical setup I see out there"  
[X Link](https://x.com/FairpathAdvisor/status/2011087239355441412)  2026-01-13T14:45Z [--] followers, [---] engagements


"$SUUN like to see this consolidate at a higher base now 1.6-1.8 $SUUN adding this one to the highly speculative holdings section of the portfolio. At some point this year it should get some major hype since it covers the trifecta of hype: AI solar space. $SUUN adding this one to the highly speculative holdings section of the portfolio. At some point this year it should get some major hype since it covers the trifecta of hype: AI solar space"  
[X Link](https://x.com/FairpathAdvisor/status/2011877795669139862)  2026-01-15T19:07Z [--] followers, [---] engagements


"Sold $PATH for 9% loss. Smallest of the three higher weights. Might still be fine but DD exposed my lack of conviction. Do worry sales cycle is long"  
[X Link](https://x.com/FairpathAdvisor/status/2014712108231901430)  2026-01-23T14:49Z [--] followers, [---] engagements


"$KDK starter position taken $KDK Excited to announce my latest investment in Kodiak AI 🚀 This is one of the front runners in autonomous trucking market and is already deploying driverless trucks commercially moving freight 24/7 with no human in the cab. In a nutshell: Founder led by Don Burnette. Don https://t.co/0f3dcHK57m $KDK Excited to announce my latest investment in Kodiak AI 🚀 This is one of the front runners in autonomous trucking market and is already deploying driverless trucks commercially moving freight 24/7 with no human in the cab. In a nutshell: Founder led by Don Burnette."  
[X Link](https://x.com/FairpathAdvisor/status/2016168189709656171)  2026-01-27T15:15Z [---] followers, [---] engagements


"That massively expands: Drug target discovery Gene regulation therapies Cell engineering complexity Every new actionable region increases: The number of experiments The number of constructs The number of variants synthesized Again Twist"  
[X Link](https://x.com/FairpathAdvisor/status/2017274382389756228)  2026-01-30T16:31Z [---] followers, [---] engagements


"4. Cancer & Variant Validation = Twists Bread and Butter AlphaGenome can predict which variants matter. But prediction proof. Validation requires: Synthesizing the variant Testing it in vitro / in vivo Iterating quickly"  
[X Link](https://x.com/FairpathAdvisor/status/2017274444834656598)  2026-01-30T16:31Z [---] followers, [---] engagements


"$XRP $XRPI looks like it could ramp from a great base https://schrts.co/HiTeTxxP https://schrts.co/HiTeTxxP"  
[X Link](https://x.com/FairpathAdvisor/status/1934684550090702994)  2025-06-16T18:48Z [---] followers, [---] engagements


"My thesis here is that America hasn't been able to play crypto in a big way with their IRAs. Sure IBIT has been nice but people are ready to juice their traditional accounts with crypto. $XRPI $XRP gives them that chance with a spot ETF to be out soon. $XRP $XRPI looks like it could ramp from a great base https://t.co/2DGvV91lLE $XRP $XRPI looks like it could ramp from a great base https://t.co/2DGvV91lLE"  
[X Link](https://x.com/FairpathAdvisor/status/1934684906380034310)  2025-06-16T18:50Z [---] followers, [---] engagements


"$XRP if it flies have to love that $XRPI gives you the roth IRA potential. $XRP feels set to fly here $XRP feels set to fly here"  
[X Link](https://x.com/FairpathAdvisor/status/1943014595305615403)  2025-07-09T18:29Z [---] followers, [---] engagements


"My theory is the vast majority of th public hasn't had the ability to ride crypto in a ROTH IRA. Sure $IBIT gave chance but it was "expensive" and so fresh. With Trump letting crypto run wild & BBB & $XPR low price of $$2.30's this could set stage for a wild ride. $XRPI"  
[X Link](https://x.com/FairpathAdvisor/status/1943015146131198376)  2025-07-09T18:31Z [---] followers, [---] engagements


"$XRP $XRPI hitting a possible buy signal today on my systems we'll see. I would think this holding didn't ramp 400% and go sideways @ $2.20 for [--] months to simply run to $3. [--] only. $4.40 for the double or bust. $XRP feels set to fly here $XRP feels set to fly here"  
[X Link](https://x.com/FairpathAdvisor/status/1952791061602157040)  2025-08-05T17:57Z [---] followers, [---] engagements


"1. AlphaGenome Turns Hypotheses Into Designs Historically: Non-coding DNA was largely a black box Experiments were slow expensive and blunt With AlphaGenome: Researchers can predict which specific base-pair changes matter That creates high-confidence DNA designs"  
[X Link](https://x.com/FairpathAdvisor/status/2017273194474815547)  2026-01-30T16:26Z [---] followers, [---] engagements


"What do those researchers then need ➡ Custom DNA constructs ➡ Variant libraries ➡ Synthetic regulatory sequences Thats $TWST wheelhouse"  
[X Link](https://x.com/FairpathAdvisor/status/2017273196240629974)  2026-01-30T16:26Z [---] followers, [---] engagements


"A scaling partner not a tool vendor Thats durable positioning. Bottom Line AlphaGenome doesnt replace Twist it feeds it. It: Increases the number of testable hypotheses Expands the usable genome by orders of magnitude"  
[X Link](https://x.com/FairpathAdvisor/status/2017274813451034793)  2026-01-30T16:32Z [---] followers, [---] engagements


"@ThHappyHawaiian The equities are too far ahead of spot"  
[X Link](https://x.com/FairpathAdvisor/status/2019244919660113980)  2026-02-05T03:01Z [---] followers, [---] engagements


"$TWST Let me connect the dots cleanly. Big picture first (one sentence) Autonomous labs + AI dramatically increase the number of DNA designs you test and Twist is one of the few companies that can manufacture those designs fast accurately and at scale. Thats the flywheel. ur not long enough $twst anon ur not long enough $twst anon"  
[X Link](https://x.com/FairpathAdvisor/status/2019631441056039299)  2026-02-06T04:37Z [---] followers, 15.3K engagements


"The 🔑 insight they call out is crucial: The improvements came from identifying combinations humans had not previously tested. That means: The design space exploded Human intuition was no longer the bottleneck Throughput became the bottleneck And throughput = physical DNA"  
[X Link](https://x.com/FairpathAdvisor/status/2019631444725789166)  2026-02-06T04:37Z [---] followers, [---] engagements


"Where Twist fits (the quiet but critical layer) [--] Autonomous labs massively increase DNA demand Every loop like this requires: Thousands to tens of thousands of unique DNA sequences Often custom not catalog Often high-fidelity because errors poison the loop"  
[X Link](https://x.com/FairpathAdvisor/status/2019631446437097936)  2026-02-06T04:37Z [---] followers, [---] engagements


"In the example: 36000+ reaction compositions Across multiple iterations With redesign every cycle Thats not PCR cloning territory. Thats industrial synthetic DNA territory. ➡ This is Twists core competency"  
[X Link](https://x.com/FairpathAdvisor/status/2019631448026955976)  2026-02-06T04:37Z [---] followers, [---] engagements


"AI turns biology into a manufacturing problem Old model: Design a few constructs Test manually Iterate slowly New model: Generate thousands of variants Test them all Let data decide"  
[X Link](https://x.com/FairpathAdvisor/status/2019631449973092421)  2026-02-06T04:37Z [---] followers, [---] engagements


"This shifts biology from: Which construct should we test to How fast can we make and test all of them Twist sits exactly at that choke point. Closed-loop labs prefer designed DNA not natural DNA Autonomous systems need: Known sequences Controlled variants"  
[X Link](https://x.com/FairpathAdvisor/status/2019631452129055222)  2026-02-06T04:37Z [---] followers, [---] engagements


"AI can propose fragile constructs all day. Only synthetic DNA manufacturing reveals what actually survives automation. That feedback improves: AI models DNA design rules Library construction Which again increases reliance on high-quality DNA suppliers"  
[X Link](https://x.com/FairpathAdvisor/status/2019631465739231676)  2026-02-06T04:37Z [---] followers, [---] engagements


"Why this matters beyond protein synthesis They end with: We plan to apply lab-in-the-loop optimization to other biological workflows. Those workflows include: Enzyme engineering Antibody optimization Gene regulation Cell therapy Diagnostics DNA data storage"  
[X Link](https://x.com/FairpathAdvisor/status/2019631467538837744)  2026-02-06T04:37Z [---] followers, [---] engagements


"People explore areas previously too expensive Rare combinations get tested Biology starts to look like software optimization except the code is DNA Twist is essentially a DNA compiler factory"  
[X Link](https://x.com/FairpathAdvisor/status/2019631471431151638)  2026-02-06T04:37Z [---] followers, [---] engagements


"Bottom line That OpenAI Ginkgo result benefits Twist because: Autonomous labs multiply DNA demand AI expands design space exponentially Closed-loop systems require synthetic programmable DNA Twist enables scale speed and fidelity"  
[X Link](https://x.com/FairpathAdvisor/status/2019631473637355573)  2026-02-06T04:37Z [---] followers, [---] engagements


"Twists silicon-based DNA synthesis enables: Massively parallel production Lower cost per base High uniformity across large panels Thats crucial because: Early cancer detection requires bigger panels not smaller ones Sensitivity improves as coverage expands"  
[X Link](https://x.com/FairpathAdvisor/status/2019863824304922690)  2026-02-06T20:00Z [---] followers, [--] engagements


"Cost must come down for population-scale screening Every improvement in Grails or Personaliss test sensitivity tends to mean: More probes deeper sequencing more synthetic DNA That directly benefits Twist"  
[X Link](https://x.com/FairpathAdvisor/status/2019863825592250484)  2026-02-06T20:00Z [---] followers, [--] engagements


"3. Volume growth without clinical risk This is an underappreciated point. Twist: Does not need FDA approval for the cancer test Does not carry clinical trial risk Does not bet on a single biomarker working Instead it benefits if: Liquid biopsy becomes standard of care"  
[X Link](https://x.com/FairpathAdvisor/status/2019863826842452204)  2026-02-06T20:00Z [---] followers, [--] engagements


"All of that means: More SKUs More redesigns More synthesis cycles Recurring demand not one-time orders This is why Twists NGS tools segment scales quietly alongside headline cancer breakthroughs"  
[X Link](https://x.com/FairpathAdvisor/status/2019863831057695166)  2026-02-06T20:00Z [---] followers, [--] engagements


"5. Investment framing Think of it like this: Grail / Personalis = apps Twist = infrastructure If liquid biopsy becomes: A routine annual blood test A standard cancer-monitoring tool A companion diagnostic [--] therapies Then Twist benefits regardless of which test brand wins"  
[X Link](https://x.com/FairpathAdvisor/status/2019863832416407922)  2026-02-06T20:00Z [---] followers, [--] engagements


"Two easiest themes I can get behind this year are spot Uranium $SRUUF and $ARKG We're going to look back at pre 2025ish medical treatments as prehistoric. Billions will be plowed into AI biotech live forever/better"  
[X Link](https://x.com/FairpathAdvisor/status/2014738514710049062)  2026-01-23T16:34Z [---] followers, [---] engagements


"$PSNL is a $30+ stock in my opinion. $NTRA's test probably about $8-12B of their mkt cap. PSNL will drive higher volumes. Institutional capital is offsides here and so we'll see how violently or slowly this all transpires. PSNL could be a $50+ stock too 😀"  
[X Link](https://x.com/FairpathAdvisor/status/2021615881495732704)  2026-02-11T16:02Z [---] followers, [---] engagements


"What might $MRK do with $PSNL This gets into strategy more than just PSNL;s diagnostics. If Merck & Co. invested in Personalis Inc. the most logical uses would revolve around oncology drug development and commercialization not just generic diagnostics"  
[X Link](https://x.com/FairpathAdvisor/status/2021671445311762845)  2026-02-11T19:43Z [---] followers, [---] engagements


"So $GTLB is the steal of the Feb [----] risk-off"  
[X Link](https://x.com/FairpathAdvisor/status/2022035790285742210)  2026-02-12T19:51Z [---] followers, [---] engagements


"What's the story with $PSNL its actually a very interesting story because Personalis Inc. didnt start as a blood-test company at all. It evolved from large-scale genome sequencing into cancer monitoring. $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt"  
[X Link](https://x.com/anyuser/status/2022459532946084119)  2026-02-13T23:55Z [---] followers, [---] engagements


"Signal is combined across many variants. This allows extremely high sensitivity down to parts-per-million detection. Why this was different Most earlier MRD tests used: Limited gene panels Less personalized approaches"  
[X Link](https://x.com/FairpathAdvisor/status/2022459547634237830)  2026-02-13T23:55Z [---] followers, [--] engagements


"@Banana_Oncology I hope it's $30+ guess I'd take [--] tomorrow but nothing less"  
[X Link](https://x.com/FairpathAdvisor/status/2022456499469979988)  2026-02-13T23:42Z [---] followers, [--] engagements


"Big early milestone Around 2012: They began large-scale sequencing projects including the U.S. Veterans Affairs Million Veteran Program. This forced them to build large data pipelines and analytics systems"  
[X Link](https://x.com/FairpathAdvisor/status/2022459538142798090)  2026-02-13T23:55Z [---] followers, [--] engagements


"So: Personalis = sequencing + assay design Tempus = large clinical data + AI analytics Big Picture The Real Discovery It wasnt one Eureka moment. It evolved from: 📷 Early whole-genome sequencing expertise 📷 Scaling large genomic datasets"  
[X Link](https://x.com/FairpathAdvisor/status/2022459553338834967)  2026-02-13T23:55Z [---] followers, [--] engagements


"Thats why their whole model looks more like: Sequencing company + data analytics than Traditional diagnostics lab"  
[X Link](https://x.com/anyuser/status/2022459556455203280)  2026-02-13T23:55Z [---] followers, [--] engagements


"$ATEN zoom out to a [--] year weekly and this is a beautiful chart in the AI cyber security"  
[X Link](https://x.com/FairpathAdvisor/status/1998043145335160989)  2025-12-08T14:53Z [---] followers, [---] engagements


"$SRUUF $TWST $PATH My top three oversized high conviction plays for 2026"  
[X Link](https://x.com/anyuser/status/2005670021486289117)  2025-12-29T15:59Z [---] followers, [---] engagements


"$GHRS It's hard to be blast through the universe experience eternal love telepathically communicate with entities and come back with the same depression. That's why the data is so strong months later after only 1-3 doses. Read DMT The Spirit Molecule by Strassman"  
[X Link](https://x.com/FairpathAdvisor/status/2012207841256624479)  2026-01-16T16:58Z [---] followers, [--] engagements


"Letting the world know $TWST by time the crowd fully gets it TWST is in the triple digits $TWST let's get it let the world know $TWST let's get it let the world know"  
[X Link](https://x.com/FairpathAdvisor/status/2014495787401805922)  2026-01-23T00:29Z [---] followers, [----] engagements


"@Bluntz_Capital Same thing that happened for the silver/gold bugs in how they were "right" is going to happen for the uranium bugs. $URA $SRUUF #Uranium"  
[X Link](https://x.com/FairpathAdvisor/status/2016246087699284003)  2026-01-27T20:25Z [---] followers, [---] engagements


"Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance. Wrote about the hyperscaler interest in $twst specifically DeepMind. Wrote about the hyperscaler interest in $twst specifically DeepMind"  
[X Link](https://x.com/FairpathAdvisor/status/2017273191782117693)  2026-01-30T16:26Z [---] followers, 12.3K engagements


"Pushes biology toward rapid design-build-test cycles Raises demand for large-scale high-fidelity synthetic DNA In short: Better AI interpretation more DNA designs more synthesis Twist wins quietly but repeatedly. $TWST"  
[X Link](https://x.com/FairpathAdvisor/status/2017274891074994341)  2026-01-30T16:33Z [---] followers, [---] engagements


"$TWST Hard to not Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance. Explain clearly and in detail how this benefits $TWST This could be quietly very powerful for a company like Twist Bioscience even though Twist itself isnt an AI company. The benefit is second-order not obvious at first glance"  
[X Link](https://x.com/FairpathAdvisor/status/2017289569809408226)  2026-01-30T17:31Z [---] followers, [----] engagements


"@stevehou Don't forget the AI biotech live longer/forever bubble just ahead $TWST"  
[X Link](https://x.com/FairpathAdvisor/status/2019462183965352435)  2026-02-05T17:24Z [---] followers, [---] engagements


"$TWST We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"  
[X Link](https://x.com/FairpathAdvisor/status/2019544047476707328)  2026-02-05T22:49Z [---] followers, [----] engagements


"Biology shifts from insight-limited throughput-limited Twist sits at the throughput bottleneck AI didnt replace wet labs it made them hungrier. $TWST"  
[X Link](https://x.com/FairpathAdvisor/status/2019631475700678996)  2026-02-06T04:37Z [---] followers, [---] engagements


"How does $GRAL & $PSNL benefit $TWST The short thesis: Grail and Personalis drive demand; Twist supplies the picks-and-shovels. As ultra-sensitive cancer blood tests scale they require massive amounts of highly accurate custom DNA which is exactly Twists specialty"  
[X Link](https://x.com/FairpathAdvisor/status/2019863818265153834)  2026-02-06T20:00Z [---] followers, [----] engagements


"Bottom line Tests like Grails and Personaliss: Validate the liquid biopsy market Drive probe complexity and volume Push costs down through scale Create recurring demand for synthetic DNA"  
[X Link](https://x.com/FairpathAdvisor/status/2019863833527845374)  2026-02-06T20:00Z [---] followers, [--] engagements


"Thats why $TWST is often viewed as a leveraged but lower-risk way to play the rise of early cancer detection"  
[X Link](https://x.com/FairpathAdvisor/status/2019863834769650151)  2026-02-06T20:00Z [---] followers, [---] engagements


"$GRAL $TWST https://x.com/GrailBio/status/2018806980790411293s=20 Following the Presidents signature the Nancy Gardner Sewell Medicare MCED Screening Coverage Act is now law establishing a Medicare benefit category for MCED tests and a path to meaningful coverage once MCED tests are FDA approved. Learn more: https://t.co/2ZxAwxYvha https://t.co/bUuh5rfgdv https://x.com/GrailBio/status/2018806980790411293s=20 Following the Presidents signature the Nancy Gardner Sewell Medicare MCED Screening Coverage Act is now law establishing a Medicare benefit category for MCED tests and a path to"  
[X Link](https://x.com/FairpathAdvisor/status/2019866013098209724)  2026-02-06T20:09Z [---] followers, [---] engagements


"@peter_mantas Wrong done trying. I just get so excited for this position and can't see how it's not being gobbled up faster. Thought technical setup was there to propel it too but wrong wrong wrong. But as long as I am just seeing faster than the crowd that'll be fine too. $PSNL"  
[X Link](https://x.com/FairpathAdvisor/status/2021595597891948866)  2026-02-11T14:42Z [---] followers, [---] engagements


"@willy_wager @peter_mantas As great as I/we think the test is possible that the #'s ramp slower than expectations(eventually reaching them) is the other just early thought I have"  
[X Link](https://x.com/FairpathAdvisor/status/2021608828664459456)  2026-02-11T15:34Z [---] followers, [--] engagements


"Mercks crown jewel is Keytruda (pembrolizumab) a checkpoint inhibitor used across many cancers. So think about this through that lens. 📷 📷 Minimal Residual Disease (MRD) to Guide Immunotherapy The biggest strategic use case: 📷 Identify who actually needs adjuvant therapy"  
[X Link](https://x.com/FairpathAdvisor/status/2021671446632697886)  2026-02-11T19:43Z [---] followers, [--] engagements


"Example: Patient has surgery for colon cancer. Blood test shows MRD-positive high recurrence risk. That patient is a candidate for adjuvant immunotherapy. MRD-negative Maybe avoid treatment. This is extremely powerful because: It expands use in high-risk patients"  
[X Link](https://x.com/FairpathAdvisor/status/2021671447928733855)  2026-02-11T19:43Z [---] followers, [--] engagements


"It avoids treating low-risk patients (better outcomes cleaner data). It strengthens payer arguments. For Merck MRD can act as a treatment selection tool. 📷 Clinical Trial Acceleration MRD is attractive as an early signal. Traditional endpoints: Overall survival"  
[X Link](https://x.com/FairpathAdvisor/status/2021671449279205619)  2026-02-11T19:43Z [---] followers, [--] engagements


"Disease-free survival 5+ year follow-up MRD: Can show molecular response much earlier. If MRD clearance correlates with outcomes: Trials can be shorter. Drugs can reach market faster. Label expansions become easier. This is arguably the most financially important use"  
[X Link](https://x.com/FairpathAdvisor/status/2021671450478801032)  2026-02-11T19:43Z [---] followers, [--] engagements


"The sensitivity advantage is crucial for early recurrence detection. Bigger Strategic Picture If MRD becomes standard of care: It changes oncology from: Treat based on stage To: Treat based on molecular evidence in blood Pharma companies want to own that transition"  
[X Link](https://x.com/FairpathAdvisor/status/2021671457093243094)  2026-02-11T19:43Z [---] followers, [--] engagements


"Why Not Just Use Anyone There are competitors: Guardant Health Natera Inc. Merck likely invests to: Secure access Influence development direction Ensure integration into trial pipeline Its about strategic alignment not just financial return"  
[X Link](https://x.com/FairpathAdvisor/status/2021671458351526003)  2026-02-11T19:43Z [---] followers, [--] engagements


"https://hitconsultant.net/2024/12/19/personalis-secures-50m-from-merck-extends-collaboration-with-moderna/ https://hitconsultant.net/2024/12/19/personalis-secures-50m-from-merck-extends-collaboration-with-moderna/"  
[X Link](https://x.com/FairpathAdvisor/status/2021671669425688894)  2026-02-11T19:44Z [---] followers, [--] engagements


"📷 Companion Diagnostic Strategy If MRD testing becomes standard of care: Merck could: Pair drugs with MRD testing. Position therapy as biomarker-driven. Embed testing into guidelines. This creates a feedback loop: More testing more drug use More drug use more testin"  
[X Link](https://x.com/FairpathAdvisor/status/2021671451754135867)  2026-02-11T19:43Z [---] followers, [--] engagements


"📷 Most Likely Primary Use Case If I had to rank what $MRK wants most: 📷 MRD-guided adjuvant immunotherapy expansion 📷 Faster clinical trial endpoints 📷 Biomarker-driven treatment algorithms Not screening. Not general population testing. Primarily therapy optimization. $PSNL"  
[X Link](https://x.com/FairpathAdvisor/status/2021671459727585352)  2026-02-11T19:43Z [---] followers, [---] engagements


"sequencing to create highly sensitive detection. How the method actually works (simplified) Step [--] Sequence the tumor They perform whole-genome sequencing on the tumor. Most competitors look at only coding regions (exome). Personalis looks across the genome to find:"  
[X Link](https://x.com/FairpathAdvisor/status/2022459544664969520)  2026-02-13T23:55Z [---] followers, [--] engagements


"Up to [----] tumor-specific mutations. Step [--] Build a custom assay Each patient gets a personalized panel based on their tumors mutation fingerprint. Step [--] Blood test monitoring They then scan blood (ctDNA): Looking for tiny traces of those exact mutations"  
[X Link](https://x.com/FairpathAdvisor/status/2022459546225320209)  2026-02-13T23:55Z [---] followers, [--] engagements


"Their method relies on proprietary algorithms to combine signals from millions of DNA reads to detect tiny tumor traces. Where AI enters There are two areas: 📷 [--]. Genomic data analysis Machine-learning style methods help: Detect mutation patterns Reduce sequencing noise"  
[X Link](https://x.com/FairpathAdvisor/status/2022459550448660918)  2026-02-13T23:55Z [---] followers, [--] engagements


"📷 Realizing whole-genome data could make MRD far more sensitive 📷 Applying computational algorithms to aggregate tiny signals 📷 Why This Matters Strategically Their fundamental belief: Cancer monitoring becomes a data problem not just a lab test"  
[X Link](https://x.com/FairpathAdvisor/status/2022459554890682627)  2026-02-13T23:55Z [---] followers, [--] engagements


"Their CEO/co-founder John West came from early DNA sequencing leadership (Solexa Illumina) which explains why the company started very sequence-technology heavy"  
[X Link](https://x.com/FairpathAdvisor/status/2022459536590934197)  2026-02-13T23:55Z [---] followers, [--] engagements


"Personalis insight: Tracking thousands of mutations beats tracking a few. Thats how they pushed sensitivity higher. Their core advantage is NOT generative AI. Its: Bioinformatics Statistical modeling Signal aggregation algorithms"  
[X Link](https://x.com/FairpathAdvisor/status/2022459549022851449)  2026-02-13T23:55Z [---] followers, [--] engagements


"Improve sensitivity/specificity This is mainly computational biology rather than flashy AI. [--]. Commercial partnership They also partnered with Tempus AI to co-commercialize the test combining Personalis sequencing with Tempuss AI-driven data platform"  
[X Link](https://x.com/FairpathAdvisor/status/2022459551879246151)  2026-02-13T23:55Z [---] followers, [--] engagements


"📷 The Hidden Angle Most People Miss Personalis started as: ➡ Big-data genome sequencing company Then moved into: ➡ Cancer monitoring and MRD Thats the opposite direction of many competitors who started in diagnostics & added sequencing later. $PSNL $TEM $MRK $TWST $ARKG"  
[X Link](https://x.com/anyuser/status/2022459558115885090)  2026-02-13T23:55Z [---] followers, [---] engagements


"$SRUUF $TWST $PATH My top three oversized high conviction plays for 2026"  
[X Link](https://x.com/anyuser/status/2005670021486289117)  2025-12-29T15:59Z [---] followers, [---] engagements


"What's the story with $PSNL its actually a very interesting story because Personalis Inc. didnt start as a blood-test company at all. It evolved from large-scale genome sequencing into cancer monitoring. $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt $TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today) https://t.co/FT6ABFYpPt"  
[X Link](https://x.com/anyuser/status/2022459532946084119)  2026-02-13T23:55Z [---] followers, [---] engagements


"$TEM bought $2.7M more of $PSNL at [----] (I think the purchases happened in the last few months but was just filed today)"  
[X Link](https://x.com/anyuser/status/2022448488903225659)  2026-02-13T23:11Z 38.6K followers, [----] engagements


"Thats why their whole model looks more like: Sequencing company + data analytics than Traditional diagnostics lab"  
[X Link](https://x.com/anyuser/status/2022459556455203280)  2026-02-13T23:55Z [---] followers, [--] engagements


"📷 The Hidden Angle Most People Miss Personalis started as: ➡ Big-data genome sequencing company Then moved into: ➡ Cancer monitoring and MRD Thats the opposite direction of many competitors who started in diagnostics & added sequencing later. $PSNL $TEM $MRK $TWST $ARKG"  
[X Link](https://x.com/anyuser/status/2022459558115885090)  2026-02-13T23:55Z [---] followers, [---] engagements


"If $PSNL starts holding [----] going to probably bump from 5% port allo to 7-10%"  
[X Link](https://x.com/anyuser/status/2022348244261724450)  2026-02-13T16:32Z [---] followers, [---] engagements


"Ok can we get on with the market melt-up now"  
[X Link](https://x.com/anyuser/status/2022333988808102175)  2026-02-13T15:36Z [---] followers, [--] engagements


"I certainly have my fair share of poor calls but feels similar to some degree to this https://x.com/FairpathAdvisor/status/1909696738367090885s=20 Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂 https://x.com/FairpathAdvisor/status/1909696738367090885s=20 Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂"  
[X Link](https://x.com/anyuser/status/2022342385066545515)  2026-02-13T16:09Z [---] followers, [--] engagements


"Bottom - look at all the pessimism. Trying to hold the throw up back myself 😂"  
[X Link](https://x.com/anyuser/status/1909696738367090885)  2025-04-08T19:55Z [---] followers, [---] engagements

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