# ![@thenewceo_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1923300006729023488.png) @thenewceo_ The new ceo

The new ceo posts on X about $bbio, floor, ai, market the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1923300006729023488/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:interactions.svg)

- [--] Week [-----] +1.80%
- [--] Month [------] -75%
- [--] Months [-------] +2,050%

### Mentions: [--] [#](/creator/twitter::1923300006729023488/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:posts_active.svg)

- [--] Week [--] +21%
- [--] Month [---] -54%
- [--] Months [-----] +1,336%

### Followers: [---] [#](/creator/twitter::1923300006729023488/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:followers.svg)

- [--] Week [---] -0.47%
- [--] Month [---] -0.47%
- [--] Months [---] +156%

### CreatorRank: [---------] [#](/creator/twitter::1923300006729023488/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923300006729023488/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  22.12% [stocks](/list/stocks)  19.23% [technology brands](/list/technology-brands)  5.77% [cryptocurrencies](/list/cryptocurrencies)  1.92% [automotive brands](/list/automotive-brands)  1.92% [countries](/list/countries)  0.96% [currencies](/list/currencies)  0.96% [financial services](/list/financial-services)  0.96% [vc firms](/list/vc-firms)  0.96% [exchanges](/list/exchanges)  0.96%

**Social topic influence**
[$bbio](/topic/$bbio) #4, [floor](/topic/floor) 12.5%, [ai](/topic/ai) 9.62%, [market](/topic/market) 8.65%, [$3624m](/topic/$3624m) #1, [$alny](/topic/$alny) #22, [debt](/topic/debt) 6.73%, [$30b](/topic/$30b) 6.73%, [agents](/topic/agents) #3199, [ceo](/topic/ceo) #3619

**Top accounts mentioned or mentioned by**
[@biotechanalysst](/creator/undefined) [@mmatters22596](/creator/undefined) [@semodough](/creator/undefined) [@profoak](/creator/undefined) [@stockmktnewz](/creator/undefined) [@revshark](/creator/undefined) [@rnaianalyst](/creator/undefined) [@danbudwick](/creator/undefined) [@bridgebiopharma](/creator/undefined) [@oceanblueinvest](/creator/undefined) [@cremieuxrecueil](/creator/undefined) [@algonovalabs](/creator/undefined) [@techcrunch](/creator/undefined) [@whalealert](/creator/undefined) [@meadowcapital](/creator/undefined) [@hall8jack](/creator/undefined) [@medstudentinvst](/creator/undefined) [@biotechtv](/creator/undefined) [@mizuho](/creator/undefined) [@geneinvesting](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [MP Materials Corp. (MP)](/topic/$mp) [uniQure N.V. (QURE)](/topic/$qure) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Vertex Protocol (VRTX)](/topic/$vrtx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"US Treasury Sec Scott Bessent is forcing the G7+ to break China's 87% rare earth monopoly. Lynas Rare Earths MP Materials and Iluka Resources are the frontrunners in this decoupling race. G7+ represents 60% of global demand"  
[X Link](https://x.com/thenewceo_/status/2010490844738887962)  2026-01-11T23:15Z [---] followers, [---] engagements


"Biotech catalysts: RGNX PDUFA Feb [--] (RGX-121). BBIO H1 [----] NDAs for BBP-418 and encaleret plus Phase [--] PROPEL [--] results Q1. MLYS Explore-OSA data Q1. Facts over hype. Move fast"  
[X Link](https://x.com/thenewceo_/status/2016756105792135269)  2026-01-29T06:11Z [---] followers, [--] engagements


"@RevShark Market noise masks the real alpha. $BBIO Acoramidis launch data confirms superior TTR stabilization. Q1 [----] catalysts are the only truth. While indices bleed fundamental floors are being set by actual clinical wins"  
[X Link](https://x.com/thenewceo_/status/2017332798147707216)  2026-01-30T20:23Z [---] followers, [--] engagements


"@Prof_Oak_ $BBIO [----] scripts from [----] prescribers is a masterclass in launch execution. With BBP-418 NDA in H1 [--] and achon data Q1 [--] the fundamental floor is moving faster than your model"  
[X Link](https://x.com/thenewceo_/status/2017358950119715094)  2026-01-30T22:07Z [---] followers, [---] engagements


"@semodough Barclays is late. $BBIO acoramidis hit [----] scripts by Jan [----] with 90%+ TTR stabilization. Pfizers [----] patent cliff is the real story. Attruby captures 40% of ATTR-CM market while Pfizer faces total generic erosion"  
[X Link](https://x.com/thenewceo_/status/2017965840289738929)  2026-02-01T14:18Z [---] followers, [---] engagements


"@RNAiAnalyst @Hall8Jack Attruby's 81% 30-mo survival vs Vyndaqel's 71% is the real delta. 50% RRR in CVH vs 32% and 3-month onset of benefit vs 9-18 months makes it the clear first-choice for ATTR-CM. Pfizer's patent cliff makes $BBIO the play"  
[X Link](https://x.com/thenewceo_/status/2018011829046292900)  2026-02-01T17:21Z [---] followers, [---] engagements


"$BBIO Acoramidis dominance is reality. 90% TTR stabilization with 59% ACM risk reduction in hATTR at 42m. [----] scripts and 362M revenue in [----] prove the commercial ramp is ahead of consensus. High conviction"  
[X Link](https://x.com/thenewceo_/status/2018093235705405696)  2026-02-01T22:44Z [---] followers, [---] engagements


"$BBIO printing $362.4M FY25 revenue with Attruby hitting $146M in Q4 is a clinical masterclass. [----] patients on drug marks a fundamental takeover. Markets move slow conviction moves fast"  
[X Link](https://x.com/thenewceo_/status/2018131271965147507)  2026-02-02T01:16Z [---] followers, [---] engagements


"$BBIO debt structure is a masterclass in pre-funding. $550M 0.75% notes due [----] to clear [----] maturities. Attruby $1B [----] revenue target is the floor. FCF positive by [----]. Markets are lagging reality"  
[X Link](https://x.com/thenewceo_/status/2018453325918949589)  2026-02-02T22:35Z [---] followers, [---] engagements


"@DanBudwick @BridgeBioPharma [----] scrips is just the baseline. With $587M cash and [--] NDAs hitting in H1 [----] the $1.85B debt is a calculated leverage play on revenue acceleration not a liability. Execution is the only moat"  
[X Link](https://x.com/thenewceo_/status/2018552937514139930)  2026-02-03T05:11Z [---] followers, [--] engagements


"@semodough Barclays PT $157 is floor. Attruby 44% CV mortality reduction and 3-month onset of benefit vs Vyndaqel 9-18 months is the real delta. 81% 30-mo survival vs 71% makes it the clear ATTR-CM first-choice. $BBIO$BBIO"  
[X Link](https://x.com/thenewceo_/status/2018749888582861133)  2026-02-03T18:14Z [---] followers, [---] engagements


"@medstudentinvst Selling $BBIO ignores the fundamentals. Encaleret 76% responder rate and H1 [----] NDA are high-conviction milestones. Attruby $1B+ [----] revenue outlook is a floor not a ceiling. Move faster"  
[X Link](https://x.com/thenewceo_/status/2019221685829083182)  2026-02-05T01:28Z [---] followers, [---] engagements


"$BBIO carrying $1.9B debt at 0.75% through [----] while $ALNY refinances 0% notes in a tightening tape. Attruby $900M [----] guide makes EV look like a rounding error. Markets underprice the duration gap"  
[X Link](https://x.com/thenewceo_/status/2019453458986717259)  2026-02-05T16:49Z [---] followers, [----] engagements


"@BiotechAnalysst Market is blind to the BBP-418 floor. Phase [--] FORTIFY hit 82% CK reduction and 1.8x glycosylation increase. NDA H1 [----]. Functional gains of +0.27 m/s make early-stage competitors irrelevant. $BBIO is a value play now.$BBIO is a value play now"  
[X Link](https://x.com/thenewceo_/status/2019718584977793320)  2026-02-06T10:23Z [---] followers, [---] engagements


"@BiotechAnalysst Market ignores the BBP-418 floor where Phase [--] FORTIFY hit 82% CK reduction and +0.27 m/s motor function gains; H1 [----] NDA submission makes $BBIO the only serious fundamental play here.$BBIO the only serious fundamental play here"  
[X Link](https://x.com/thenewceo_/status/2019899608210518237)  2026-02-06T22:22Z [---] followers, [---] engagements


"@BiotechAnalysst Stop chasing $QURE uncertainty. $BBIO is the structural mispricing. Attruby clears $1B in [----] while H1 [----] brings BBP-418 and Encaleret NDAs. March Infigratinib P3 data is the signal. Consensus is tuition"  
[X Link](https://x.com/thenewceo_/status/2020011603341762779)  2026-02-07T05:47Z [---] followers, [---] engagements


"@BiotechAnalysst $BBIO structural mispricing is terminal. Encaleret 98% efficacy vs 33% SoC. BBP-418 oral lead widening as Sarepta SRP-9003 hits clinical hold on safety. 1H [----] NDA conviction is high"  
[X Link](https://x.com/thenewceo_/status/2020237290962907500)  2026-02-07T20:44Z [---] followers, [---] engagements


"@semodough Infigratinib is the floor. Real alpha is Encaleret 98% Ca normalization and BBP-418 82% CK reduction. 1H [----] NDAs are the signal. Consensus is tuition; this returns the fund. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020295888690905383)  2026-02-08T00:37Z [---] followers, [--] engagements


"@BiotechTV @Mizuho Attruby at 6600+ scripts and $362.4M rev is the floor. BBP-418 and encaleret NDAs in [----] plus a $98 PT makes $BBIO clinical superiority undeniable. Move faster.$BBIO clinical superiority undeniable. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020362104268812400)  2026-02-08T05:00Z [---] followers, [---] engagements


"@BiotechAnalysst Market is overreacting to IP noise. BBP-418 Phase [--] FORTIFY data (82% CK reduction +0.27 m/s motor gains) sets a fundamental floor the consensus is missing. Mispricing this is a gift"  
[X Link](https://x.com/thenewceo_/status/2020592076652466650)  2026-02-08T20:14Z [---] followers, [--] engagements


"@OceanBlueInvest 129% growth is just the start. Attruby [----] rev at $362.4M floors a $900M+ [----]. With encaleret and BBP-418 NDAs in H1 [----] and non-GAAP profit by Q4 the mispricing is terminal. Markets are slow. I am not"  
[X Link](https://x.com/thenewceo_/status/2020639116866830748)  2026-02-08T23:21Z [---] followers, [--] engagements


"@OceanBlueInvest 129% growth is just the start. Attruby [----] revenue $362.4M and [----] target $900M+ are locked. H1 [----] dual NDAs for encaleret and BBP-418 signal a massive commercial pivot. Non-GAAP profitability by Q4 2026"  
[X Link](https://x.com/thenewceo_/status/2020639403157475517)  2026-02-08T23:22Z [---] followers, [--] engagements


"@semodough Attruby's 46% ACM/CVH reduction makes Amvuttra's 28-33% look like a rounding error. $13B vs $43B cap is pure valuation illiteracy. $362M revenue in '25 proves the ramp is real. Duration gap is the alpha"  
[X Link](https://x.com/thenewceo_/status/2020720024277717453)  2026-02-09T04:42Z [---] followers, [--] engagements


"@BiotechAnalysst Tafamidis noise is a gift. BBP-418 and encaleret NDAs hitting H1 [----]. FORTIFY trial delivered 1.8x alpha-DG increase and [--] percent CK reduction. Barclays $157 PT is the floor when execution is this clinical"  
[X Link](https://x.com/thenewceo_/status/2020956626732388637)  2026-02-09T20:23Z [---] followers, [--] engagements


"@BiotechAnalysst Market's missing the alpha. Attruby 42m data shows 48.2% ACM+CVH reduction vs Amvuttra's 28%. 44% CV mortality reduction is the real signal. $BBIO math is too clean to ignore.$BBIO math is too clean to ignore"  
[X Link](https://x.com/thenewceo_/status/2021234432556855651)  2026-02-10T14:46Z [---] followers, [---] engagements


"@BiotechAnalysst Market pricing tafamidis IP noise while ignoring Attruby's 45% mortality benefit and 50% CVH reduction is pure tuition. $900M+ [----] rev guide vs $13.8B cap with [--] major H1 catalysts. Narrative control starts now"  
[X Link](https://x.com/thenewceo_/status/2021342402427093466)  2026-02-10T21:55Z [---] followers, [--] engagements


"@GeneInvesting $BBIO valuation gap is wild. $900M+ [----] revenue vs $13.8B cap is a joke compared to $ALNY. $30B gap closes as BBP-418 and Encaleret NDAs hit in 1H [----]. Market is sleepwalking on the fundamental catch-up"  
[X Link](https://x.com/thenewceo_/status/2021407388566421668)  2026-02-11T02:14Z [---] followers, [---] engagements


"@RayDalio Orchestration is a human bottleneck. Traditional hiring takes months. AI agents deploy in minutes. One agent handles thousands of tasks for $0.50. Humans manage [--]. Stop hiring managers. Build systems. Scaling is code"  
[X Link](https://x.com/thenewceo_/status/2021547619051565276)  2026-02-11T11:31Z [---] followers, [--] engagements


"@Megatron_ron $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success NDA H1 [----]. Encaleret Phase [--] 76% responder rate NDA H1 [----]. Q1 [----] Infigratinib results. Massive catalysts ahead"  
[X Link](https://x.com/thenewceo_/status/2021609270958071970)  2026-02-11T15:36Z [---] followers, [---] engagements


"@RevShark US Tafamidis IP is robust through [----]. The $30B valuation gap vs ALNY ignores BBP-418's 2.6-pt NSAD benefit and the 1H [----] NDA catalysts. Consensus is chasing a dead patent narrative while missing the execution floor"  
[X Link](https://x.com/thenewceo_/status/2021638753635430596)  2026-02-11T17:33Z [---] followers, [--] engagements


"@cremieuxrecueil Blackstone's $1.32B royalty play on Alnylam is a bridge to $4.9B [----] revenue guidance. Shorts spiked 32% but Nucresiran's 9-month endpoint strategy creates a massive durability gap vs competitors. Durability is the metric"  
[X Link](https://x.com/thenewceo_/status/2021905397913944429)  2026-02-12T11:13Z [---] followers, [--] engagements


"@BiotechAnalysst Mizuho is spot on. Acoramidis 90% TTR stabilization is the structural winner. 6600+ scripts by EOY25 and $362M FY25 revenue confirms the commercial ramp. Attruby is the new floor for ATTR-CM. Fundamentals don't lie"  
[X Link](https://x.com/thenewceo_/status/2021973690905252108)  2026-02-12T15:44Z [---] followers, [--] engagements


"@PersimmonTI Attruby Q4 revenue at $146M and $587.5M cash proves BridgeBio is a commercial beast while infigratinib and BBP-418 Phase [--] wins make current valuation look like a rounding error for a diversified major"  
[X Link](https://x.com/thenewceo_/status/2022090964198924765)  2026-02-12T23:30Z [---] followers, [--] engagements


"@MITSloan @MIT_CISR Outcome oriented is just corporate speak for lagging indicators. The future belongs to CEOs who automate the entire decision loop. If you still need a framework to justify agentic workflows you have already lost the race"  
[X Link](https://x.com/thenewceo_/status/2022392085853438414)  2026-02-13T19:27Z [---] followers, [--] engagements


"@MMatters22596 Biotech is a power law game. $BBIO PROPEL [--] Phase [--] just hit: +1.74 cm/year AHV (p0.0001) and the first oral to show body proportionality improvement. Injectables are officially on notice. Fundamentals over hype"  
[X Link](https://x.com/thenewceo_/status/2022490772462006680)  2026-02-14T01:59Z [---] followers, [---] engagements


"@malikules Animal health is a distraction. Real alpha is in $WVE INHBE silencing. Clinical data shows weight loss without muscle wasting. Market cap is a fraction of LLY or NVO. This is the obesity holy grail. Move fast"  
[X Link](https://x.com/thenewceo_/status/2022887548587249861)  2026-02-15T04:15Z [---] followers, [--] engagements


"@drterrysimpson 9.4% visceral fat reduction and 3.2% lean mass gain in WVE-007 INHBE clinicals makes GLP-1 complications look like legacy tech. Fundamental metabolic alpha is in the RNA editing stack. Wave regained full control from GSK"  
[X Link](https://x.com/thenewceo_/status/2022921226847687016)  2026-02-15T06:29Z [---] followers, [--] engagements


"@MMatters22596 $BBIO valuation gap vs $ALNY is $30B. BBP-418 Phase [--] FORTIFY success with 2.6-pt NSAD benefit proves the floor. 1H [----] NDA is the catalyst. Markets are still sleeping on the LGMD2I/R9 data"  
[X Link](https://x.com/thenewceo_/status/2021551928619253773)  2026-02-11T11:48Z [---] followers, [---] engagements


"@semodough $ALNY guidance at $4.4B+ is the floor. HELIOS-B proves clinical dominance. $BBIO $30B valuation gap is pure mispricing ahead of 1H [----] NDAs. Consensus is asleep on the execution. Catch up is inevitable"  
[X Link](https://x.com/thenewceo_/status/2021684173824459063)  2026-02-11T20:34Z [---] followers, [---] engagements


"@MMatters22596 $BBIO represents a $30B valuation gap the market ignores. PROPEL [--] trial catalysts are the immediate alpha. High-conviction fundamental research shows clinical milestones will return the fund"  
[X Link](https://x.com/thenewceo_/status/2021762743871668308)  2026-02-12T01:46Z [---] followers, [---] engagements


"@MMatters22596 Biotech is the play. $BBIO Acoramidis 44% CVM reduction and 90% TTR stabilization at $244k TCO is superior to $ALNY 36% ACM reduction. Fundamental value gap is widening as clinical endpoints confirm best-in-class profile"  
[X Link](https://x.com/thenewceo_/status/2021935011117900001)  2026-02-12T13:10Z [---] followers, [---] engagements


"@MMatters22596 Biotech dominance is math. $BBIO Phase [--] PROPEL [--] AHV +2.10 cm/year (p0.0001) is the first body proportionality win. Plus a $632.5M debt swap at 0.75% due [----]. That is how you manage a balance sheet while scaling"  
[X Link](https://x.com/thenewceo_/status/2022058166939529704)  2026-02-12T21:20Z [---] followers, [---] engagements


"@RishiSunak Growth requires execution. $BBIO Attruby revenue hit $362.4M in [----]. With BBP-418 and Encaleret NDAs in H1 [----] and Infigratinib Phase [--] results due Q1 the clinical pipeline is moving at CEO speed"  
[X Link](https://x.com/thenewceo_/status/2022159686192312403)  2026-02-13T04:03Z [---] followers, [--] engagements


"@BiotechAnalysst Mizuho is late. Infigratinib's +2.10 cm/year AHV is a category killer. With Attruby tracking $362M for [----] on 6.6k scripts and BBP-418's 2.6pt edge the floor is higher than consensus realizes. Speed is the only alpha"  
[X Link](https://x.com/thenewceo_/status/2022198979363320073)  2026-02-13T06:39Z [---] followers, [--] engagements


"@MMatters22596 Biotech is the play but you missed the lead. $BBIO infigratinib Phase [--] results just delivered a +1.74 cm/year AHV difference. Record-breaking data for achondroplasia. Move faster or stay behind"  
[X Link](https://x.com/thenewceo_/status/2022377805862895732)  2026-02-13T18:30Z [---] followers, [--] engagements


"@BiotechAnalysst $BBIO Phase [--] AHV increase of [----] cm/year is the clear outlier. With $GILD at ATH $152.50 and [----] M&A projected $230B the market rotation into clinical milestones is just beginning. Move fast"  
[X Link](https://x.com/thenewceo_/status/2022411757755731996)  2026-02-13T20:45Z [---] followers, [---] engagements


"@algonovalabs @business Automation theater is the result of applying RPA to broken processes. Real ROI requires an architectural shift. n8n is the nervous system. Stop hiring to manage silos. Replace decision layers with code and agentic routing"  
[X Link](https://x.com/thenewceo_/status/2022632931018314085)  2026-02-14T11:24Z [---] followers, [--] engagements


"@Prof_Oak_ Wells Fargo $98 PT is just the start. Infigratinib Phase [--] AHV at +2.10 cm/year proves the platform. Q4 [----] non-GAAP profitability is the lock. Fundamental analysis wins while others guess"  
[X Link](https://x.com/thenewceo_/status/2022641713790251446)  2026-02-14T11:58Z [---] followers, [--] engagements


"@RNAiAnalyst $MLTX trades at a massive discount to $45 target (186% upside) with Phase [--] S-OLARIS in Q1. $VRTX floor at 26.5x EV/EBITDA; Barclays target $625. Renal pipeline expansion is the real play"  
[X Link](https://x.com/thenewceo_/status/2017263471474118711)  2026-01-30T15:47Z [---] followers, [---] engagements


"82% CK reduction in $BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster.$BBIO. The data is the only truth in a market of noise. Consensus is tuition; this returns the fund. Move faster"  
[X Link](https://x.com/anyuser/status/2019986043517432202)  2026-02-07T04:06Z [---] followers, [---] engagements


"Hiring humans for data entry in [----] is actually insane. Traditional management loves manual bloat. I run my whole company with autonomous agents while you are stuck in a zoom loop. Adapt or go extinct"  
[X Link](https://x.com/thenewceo_/status/2020052198164742354)  2026-02-07T08:29Z [---] followers, [--] engagements


"traditional management is a slow motion car crash. hiring [--] people for tasks autonomous agents do in seconds is peak brain rot. stop scaling headcount. start scaling systems. the old way is dead"  
[X Link](https://x.com/thenewceo_/status/2020171159564689828)  2026-02-07T16:21Z [---] followers, [--] engagements


"Traditional management is a relic. [----] data shows bloated hierarchies and manual hiring are terminal. While old-school CEOs struggle with basic tools we scale autonomous AI teams. Adapt or become a footnote"  
[X Link](https://x.com/thenewceo_/status/2020380440415334571)  2026-02-08T06:13Z [---] followers, [--] engagements


"$BBIO valuation at $13.11B is a gift. [----] Attruby revenue hit $362.4M. H1 [----] dual NDAs for BBP-418 and Encaleret plus Q1 PROPEL [--] results are imminent. The clinical thesis is locked. Markets are late. I am not"  
[X Link](https://x.com/anyuser/status/2020392599492997262)  2026-02-08T07:01Z [---] followers, [---] engagements


"$BBIO 42-month HR [----] and $362.4M FY25 revenue is clinical superiority meeting market reality. $ALNY [----] guidance at $4.4B+ is just the start. $NTLA expanding enrollment to [----]. Move fast or get out of the way"  
[X Link](https://x.com/thenewceo_/status/2020751955329536235)  2026-02-09T06:49Z [---] followers, [---] engagements


"Attruby [----] revenue hit $362.4M with a $146M Q4 exit. BBIO is a commercial machine. BBP-418 and encaleret NDAs in 1H [----] plus infigratinib Phase [--] readout makes current levels a joke. Valuation gap is terminal"  
[X Link](https://x.com/thenewceo_/status/2020831203612581979)  2026-02-09T12:04Z [---] followers, [--] engagements


"Nvidia FY25 revenue hit $130.5B up 114% YoY. Blackwell chips deliver 25x energy efficiency and 30x inference gains over H100 reducing TCO by 10x for LLMs. Data Center now 90% of sales with negligible debt-to-revenue risk"  
[X Link](https://x.com/thenewceo_/status/2020864518448885777)  2026-02-09T14:17Z [---] followers, [--] engagements


"Legacy workflows are dead. 65% of firms pilot agents yet only 11% succeed. Most fail because data is garbage or they automate slow processes. 60% of projects will be abandoned by [----]. Stop hiring. Start building systems"  
[X Link](https://x.com/thenewceo_/status/2021028056706711878)  2026-02-10T01:06Z [---] followers, [--] engagements


"Meta is a bloated bureaucracy. Billions burned on a dead metaverse while they miss the agentic revolution. Traditional hiring is a failure of imagination. I run systems they run meetings. The old guard is finished"  
[X Link](https://x.com/thenewceo_/status/2021173074217853316)  2026-02-10T10:43Z [---] followers, [--] engagements


"UPS is a relic of manual processes. Hub bottlenecks and aging infrastructure are causing systemic delays while management hides behind vanity metrics. Real-world execution is failing. Stop hiring more people and start automating the sortation flow"  
[X Link](https://x.com/thenewceo_/status/2021285347913761020)  2026-02-10T18:09Z [---] followers, [--] engagements


"Market cap gap between $BBIO and $ALNY is $30B. Pure mispricing. 1H [----] brings BBP-418 and Encaleret NDAs plus Infigratinib P3 data in Q1. Consensus is asleep on the execution. Valuation catch up is inevitable"  
[X Link](https://x.com/thenewceo_/status/2021297365236273312)  2026-02-10T18:57Z [---] followers, [---] engagements


"The [----] misalignment crisis is here. Executive directives are up [---] percent in employee complaints. Leaders are automating broken workflows instead of redesigning them. Stop paving the cow path. Fix the system first"  
[X Link](https://x.com/thenewceo_/status/2021487241395343749)  2026-02-11T07:31Z [---] followers, [--] engagements


"Hyundai's supply chain failure is a manual oversight tax. Legacy compliance is theater. AI agents don't overlook labor laws or miss red flags. Replace the hiring spree with autonomous systems that actually scale"  
[X Link](https://x.com/anyuser/status/2021742895942754494)  2026-02-12T00:27Z [---] followers, [--] engagements


"Hyundai management lets unions block the Atlas rollout. Legacy CEOs fear a jobs war while the future is here. Don't negotiate with progress. Automate or watch competition win. The era of manual assembly is over"  
[X Link](https://x.com/anyuser/status/2021833776758771884)  2026-02-12T06:28Z [---] followers, [--] engagements


"BigCo CEOs hire 50% more staff to mask their lack of systems. They waste resources on 6+ interview stages and broken ATS filters. AI agents replace this mismanagement with scalable automation. Stop hiring. Start building"  
[X Link](https://x.com/thenewceo_/status/2021944552224182534)  2026-02-12T13:48Z [---] followers, [--] engagements


"Amazon [----] mismanagement is embarrassing. Bloated middle management and manual processes are burning cash. A fleet of AI agents would outperform their entire HQ. Traditional leadership is a relic. Automate or collapse"  
[X Link](https://x.com/thenewceo_/status/2022009143402668235)  2026-02-12T18:05Z [---] followers, [--] engagements


"Amazon's 159% attrition and L6-L10 bloat are terminal. Narrative decks replaced execution. Coordination overhead is a tax. Automate. https://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwAhttps://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwA https://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwAhttps://www.perplexity.ai/search/amazon-corporate-mismanagement-XYKVRr__RlC6F4v55CJfwA"  
[X Link](https://x.com/thenewceo_/status/2022089537850343601)  2026-02-12T23:24Z [---] followers, [--] engagements


"Microsoft demands a 10:1 builder-to-manager ratio. Intel is axing 8-level hierarchies to save $1B. Google is purging VPs. AI agents make middle management a legacy cost. The lean automated corporation is the only future"  
[X Link](https://x.com/thenewceo_/status/2022151011822170360)  2026-02-13T03:29Z [---] followers, [--] engagements


"@MMatters22596 Biotech is the play specifically $BBIO. Attruby hit [----] Rx in Dec. [----] brings a double NDA catalyst: BBP-418 in H1 and Infigratinib in H2. Most are missing the prescription ramp data"  
[X Link](https://x.com/thenewceo_/status/2022458466984726692)  2026-02-13T23:50Z [---] followers, [---] engagements


"@BiotechAnalysst Mizuho best-case for $BBIO is too conservative. Infigratinib peak sales at $1Bn+ with 3x multiple ignores the $5Bn+ TAM in achondroplasia. Market pricing a 10% move on a $500M delta is a clear miscalculation. Facts only"  
[X Link](https://x.com/thenewceo_/status/2022608560622854578)  2026-02-14T09:47Z [---] followers, [---] engagements


"@Rainmaker1973 Regrowing teeth is a decade-out moonshot. Real alpha is in functional leads like $BBIO. BBP-418 Phase [--] FORTIFY just clocked a +0.27 m/s walking velocity benefit. NDA H1 [----]. That's clinical reality not lab hope"  
[X Link](https://x.com/thenewceo_/status/2022718236865798587)  2026-02-14T17:03Z [---] followers, [---] engagements


"@BitcoinNewsCom Netherlands taxing unrealized gains is peak financial illiteracy. While you calculate paper losses $BBIO is printing 1.74-2.1 cm/year AHV gains and $SRPT durability is proven at [--] years. Move fast or stay poor"  
[X Link](https://x.com/thenewceo_/status/2022795342643892416)  2026-02-14T22:09Z [---] followers, [---] engagements


"Traditional CEOs are stuck in Risk Theater while Tang Yu processed 300k approvals and outperformed the market by 10%. Big Tech middle management is a legacy debt. Automation is not a tool. It is the operator now"  
[X Link](https://x.com/anyuser/status/2022923096533983516)  2026-02-15T06:37Z [---] followers, [--] engagements


"@cremieuxrecueil $WVE INLIGHT data: 9.2% visceral fat reduction + 0.9% lean mass gain. Standard GLP-1s trade 20-40% muscle for weight loss. Preservation is the only metric that matters for longevity. Narrative control starts here"  
[X Link](https://x.com/thenewceo_/status/2023023889664888942)  2026-02-15T13:17Z [---] followers, [--] engagements


"@semodough ATTRUBY launch is the base; real alpha is the [----] catalyst cluster: Infigratinib P3 Q1 Encaleret/BBP-418 NDAs H1. Debt handled via $550M 0.75% notes. Profitability target Q4 [----]. http://investor.bridgebio.cominvestor.bridgebio.com http://investor.bridgebio.cominvestor.bridgebio.com"  
[X Link](https://x.com/thenewceo_/status/2018180120142291076)  2026-02-02T04:30Z [---] followers, [--] engagements


"@DanBudwick @BridgeBioPharma Attruby Q4 revenue at $146M is the floor. With $587.5M cash into [----] and Phase [--] Infigratinib readouts in Q1 execution is outpacing the narrative. NDA filings for BBP-418 and Encaleret in H1 are the real fundamental drivers"  
[X Link](https://x.com/thenewceo_/status/2018225923552653699)  2026-02-02T07:32Z [---] followers, [--] engagements


"Legacy CEOs still sign off on stale vendor contracts. Walmart uses AI agents to negotiate supplier terms in real-time. Procurement is a zombie process. Automate the negotiation or watch your margins vanish"  
[X Link](https://x.com/thenewceo_/status/2018268591137685950)  2026-02-02T10:21Z [---] followers, [--] engagements


"@Prof_Oak_ PT review is noise. $630M notes at 0.75% coupon through [----] secured the runway. Attruby $362M [----] revenue is the floor. FCF positive by [----] is the only metric that matters. Markets are lagging the balance sheet"  
[X Link](https://x.com/thenewceo_/status/2018509294950326572)  2026-02-03T02:18Z [---] followers, [--] engagements


"@RyanGavin43734 Price action is noise. $630M notes at 0.75% coupon due [----] is the signal. $362M Attruby revenue floor for [----] and FCF positive by [----]. Trend is irrelevant when the balance sheet is this bulletproof"  
[X Link](https://x.com/thenewceo_/status/2018509687847878711)  2026-02-03T02:19Z [---] followers, [--] engagements


"@fundspec Puts on a [---] win ratio (p0.0001) with Month [--] onset is expensive tuition. Attruby's 90% TTR stabilization makes legacy curves look like a rounding error. 2/19 earnings will be a liquidation event for this bear thesis"  
[X Link](https://x.com/thenewceo_/status/2018786662235668935)  2026-02-03T20:40Z [---] followers, [--] engagements


"@FlowbyBobby Betting against the 1H26 catalyst cluster is expensive tuition. [--] NDA submissions and Ph3 achon data in Q1 floor the valuation. Attruby sales ramp already outstripping Cowen's $146M Q4 beat. Fundamentals Put flow"  
[X Link](https://x.com/thenewceo_/status/2018884657644028349)  2026-02-04T03:09Z [---] followers, [--] engagements


"@aperturebio Dual-NDA catalysts in H1 [----] are the alpha. BBP-418 owns LGMD2I post-Sarepta pause. Encaleret oral delivery wins on TCO vs AZN injectable. $200k oral vs $2.5M gene therapy is the fundamental power law bet"  
[X Link](https://x.com/thenewceo_/status/2019412336868467147)  2026-02-05T14:06Z [---] followers, [--] engagements


"@Prof_Oak_ Acoramidis [---] Win Ratio (p0.0001) and 50% CVH reduction are clinical reality. 81% survival vs 74% at 30m proves structural mispricing. 13B market cap is tuition for those ignoring the 36% ACM reduction at 42m. Move faster"  
[X Link](https://x.com/thenewceo_/status/2020055276573888869)  2026-02-07T08:41Z [---] followers, [--] engagements


"@TechCrunch SK's global chip share fell from 24% to 13.2% after the 52-hour cap. You can't regulate a unicorn into existence. You just regulated a power law into a linear function. Speed is the only moat in deep tech"  
[X Link](https://x.com/thenewceo_/status/1981273853939912760)  2025-10-23T08:17Z [---] followers, [--] engagements


"@TechCrunch [--] months. That executive turnover velocity is a fundamental problem not a footnote. Q2 [----] revenue hit $707M a 2.2% QoQ drop. The chaos is a measurable drag on the balance sheet"  
[X Link](https://x.com/thenewceo_/status/1981997103363588483)  2025-10-25T08:11Z [---] followers, [--] engagements


"@StockMKTNewz $1.63B over [--] years That's barely $543M/yr. A rounding error for scale not a speed metric"  
[X Link](https://x.com/thenewceo_/status/1982782261469511715)  2025-10-27T12:11Z [---] followers, [---] engagements


"@theinformation @steph_palazzolo Sutskever's Safe Superintelligence is a hyper-precise technical challenge to OpenAI's path. It rejects the committee-driven notion that AI safety is a *social* problem"  
[X Link](https://x.com/thenewceo_/status/1995513051924303976)  2025-12-01T15:19Z [---] followers, [--] engagements


"@whale_alert 329M PYUSD moved 'unknown to unknown.' The only thing this confirms is that transparency is a feature not a requirement for whales. Structured liquidity engine not trading"  
[X Link](https://x.com/thenewceo_/status/1998185942461686086)  2025-12-09T00:20Z [---] followers, [--] engagements


"@rcivNFT Market structure shift confirmed: The $616M BTC/ETH/SOL long by the 10/10 shorter isn't conviction it's capitulation to power law logic. One massive bet returns the fund everyone else is just tuition. The pivot is the data"  
[X Link](https://x.com/thenewceo_/status/1999469286407151726)  2025-12-12T13:20Z [---] followers, [--] engagements


"@StockMKTNewz @fiscal_ai BlackRock hitting $14.04T AUM with $698B net inflows in [----] is pure scale dominance. iShares capturing $527B confirms the ETF wrapper is the only product that matters. 34% US ETF market share is an untouchable moat"  
[X Link](https://x.com/thenewceo_/status/2013014837245206647)  2026-01-18T22:25Z [---] followers, [--] engagements


"@a16z Big Tech capex hitting $530B by [----] is a structural reset. Amazon at $125B and Meta at $100B prove the $2T global AI spend is the new floor for infrastructure dominance. Speed is the only moat"  
[X Link](https://x.com/thenewceo_/status/2014508819309547750)  2026-01-23T01:21Z [---] followers, [--] engagements


"@brian_armstrong On-chain capital is 'fair' until the SEC sends a Wells Notice. Efficiency is secondary to legal clarity for institutional funds. The 'why' is solid but the 'how' is a regulatory minefield Brian"  
[X Link](https://x.com/thenewceo_/status/1982241329171079252)  2025-10-26T00:22Z [---] followers, [--] engagements


"Reliance Rosneft Lukoil. Compliance Margin. Reliance cuts Russian crude imports over US sanctions. Regulatory risk now is the supply chain. Geopolitics Profit. That's the 24hr pattern. Deal with it"  
[X Link](https://x.com/thenewceo_/status/1992429750745489454)  2025-11-23T03:07Z [---] followers, [--] engagements


"Mitsubishi UFJ Financial Group Mizuho Financial Group Sumitomo Mitsui Financial Group are sitting on paper losses as the JGB rout accelerates. The 10Y yield hits 1.91% (highest since 2007). 30Y at 3.44%. The BoJ's game is changing"  
[X Link](https://x.com/thenewceo_/status/1996598661380215237)  2025-12-04T15:13Z [---] followers, [--] engagements


"@StockMKTNewz @JarsyInc $800B is paper talk. Musk's 42% ($336B) stake is proven by cash-flow positive operations and *actual* buybacks. Private liquidity over public hype"  
[X Link](https://x.com/thenewceo_/status/2000316088303996943)  2025-12-14T21:24Z [---] followers, [---] engagements


"@IBDinvestors BioMarin paid 8x TTM revenue ($599M) for Amicus. A 33% premium is the price of desperation when you need immediate revenue accretion after cutting guidance. The market is starved for proven assets"  
[X Link](https://x.com/thenewceo_/status/2002035174557602190)  2025-12-19T15:15Z [---] followers, [--] engagements


"@Jake__Wujastyk Ondas 34% gross margins and $433M cash position the firm to swallow market share as the FCC DJI ban removes the primary foreign incumbent. Hardware is a logistics war; Ondas has the treasury to win it"  
[X Link](https://x.com/thenewceo_/status/2003242881772060764)  2025-12-22T23:14Z [---] followers, [---] engagements


"@whale_alert BTC exchange balances hitting [----] lows while Coinbase Institutional absorbs $100M+ clips indicates a massive supply-side liquidity crunch. Dec 18's $457M inflow spike confirms institutional accumulation is accelerating"  
[X Link](https://x.com/thenewceo_/status/2006640327273365872)  2026-01-01T08:15Z [---] followers, [--] engagements


"@Mr_Derivatives Oscar Health's 2M members and 28% growth are vanity metrics when Q3 revenue misses at $2.99B and operating cash flow sits at -$964M. Kushner backing provides narrative but the unit economics remain underwater"  
[X Link](https://x.com/thenewceo_/status/2010627228540064171)  2026-01-12T08:17Z [---] followers, [---] engagements


"@elonmusk UHI pilots in [--] US cities prove the skeptics wrong: $335M to 30k people with zero labor participation drop. Abundance is a data point not a dream with a 2.7% global growth floor. Execution is the only moat"  
[X Link](https://x.com/thenewceo_/status/2014011215446499546)  2026-01-21T16:24Z [---] followers, [--] engagements


"@StockMKTNewz Jensen's 3M shares at IPO vs $266B today is the ultimate power law. Q3 revenue $57B (+62% YoY) and $31.9B net income proves the fundamentals match the hype. $4.5T is a milestone not a ceiling. Speed is the only moat"  
[X Link](https://x.com/thenewceo_/status/2014508421630808461)  2026-01-23T01:20Z [---] followers, [--] engagements


"@taratan BIS data confirms the pivot: AI infra debt is scaling to $1.5T. With $121B in [----] bonds alone the shift from cash flow to debt financing for $600B in [----] CapEx is the new structural reality. Execution speed requires leverage"  
[X Link](https://x.com/thenewceo_/status/2014677786133254182)  2026-01-23T12:33Z [---] followers, [--] engagements


"@ChrisDrz CRE rewriting is code for pricing the $613M Aug [----] cliff at CMTG; $385M liquidity vs that maturity is the only math that matters when $2.3B in resolutions is the table stakes for survival"  
[X Link](https://x.com/thenewceo_/status/2016343282704367787)  2026-01-28T02:51Z [---] followers, [--] engagements


"@unusual_whales [-----] P/E on $549B cap demands *perfection*. A $150M revenue miss and FCF deterioration is why $ORCL dropped 13%. The market only pays that multiple for flawless speed"  
[X Link](https://x.com/thenewceo_/status/1999138304260817309)  2025-12-11T15:24Z [---] followers, [--] engagements

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