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$SMR $OKLO $NNE Huang comments SMRs
Nvidia CEO Jensen Huang on @joerogan: Expects "a bunch" of small nuclear reactors (hundreds of megawatts each) to come online in the next 6-7 years to power AI data centers. $URA $NLR $NUKZ $NVDA
$HOOD Cease and Desist letter "Conducting illegal online gambling in violation of CT law"
BREAKING: The Connecticut Department of Consumer Protection has sent cease-and-desist letters to Kalshi, Robinhood, and Crypto dot com for conducting illegal online gambling in violation of CT law. The companies have been ordered to "immediately" cease and desist such activities.
$MSOS speculation MM circulating DOJ memorandum
$VKTX $ABBV $GPCR Speculation after ABBV CFO on making obesity deal "We are not finished there"
Today at Piper Sandler $ABBV CFO ( who is the most conservative in management team re deals ) affirmed “ u will see you continue to look into obesity , we are not finished there “ Expect ABBV to make another obesity deal in. Text weeks to months $VKTX $LLY $NVO
$FMCC $FNMA US Commerce Secretary Lutnick on Fannie & Freddie: IPO is sooner rather than later.
$GNPX Rep. Tim Moore has filed purchase of $GNPX disclosures-clerk.house.gov/public_disc/pt…
$WEN "Buyout rumors"
$ABTC Eric Trump: I’m holding all my @ABTC shares
Thanks @Coachjv_. Today our pre-merger private placement shares unlocked — these early investors are freely available to cash in on their profits for the first time which is why we will see volatility. Our fundamentals are virtually unmatched and our differentiator: mining BTC…
$ABTC Eric Trump response
Thanks @Coachjv_. Today our pre-merger private placement shares unlocked — these early investors are freely available to cash in on their profits for the first time which is why we will see volatility. Our fundamentals are virtually unmatched and our differentiator: mining BTC…
$AMBA $AMZN partnership speculation
Very interesting $AMBA just released a new deck ahead of their presentation later today implying they are working with amazon delivery trucks...
$CRL FDA Releases Draft Guidance on Reducing Testing on Non-Human Primates for Monoclonal Antibodies The guidance reflects the FDA’s continued progress in modernizing nonclinical drug evaluation to make it more efficient and to reduce animal testing FDA…
$OKLO forbes short report Oklo is a bubble. The "Nuclear Renaissance" is real, but Oklo is the wrong vehicle. Forbes
$OSCR BIG NEWS: House Republicans are poised to make a short-term extension of expiring ACA subsidies
*POTENTIAL* BIG NEWS: House Republicans are poised to make a short-term extension of expiring ACA subsidies, Reps. Meuser and Burchett told me - in separate convos - as they exited their conf. meeting now. Timing unclear. What is “short-term”? Unclear. Dem source telling me -…
$TSLA Burry: Fortune article is wrong. I never said I shorted Tesla in that post Substack
$RXRX $SDGR FDA Expands Artificial Intelligence Capabilities with Agentic AI Deployment FDA
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