DeepValue
@ValueDig
#Biotech #NGS #Multiomics #Proteomics Long: $TXG $ARWR $SLGL $RPID $TWST $NAUT $BIO $TECH $BRKR $LAB $CYTK $SOPH $WVE $GRAL $ILMN
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$NAUT $0.7 is potentially on the verge of a break out and quite possibly a 5x from here IF no new major tech issues. Mgmt has delayed launch a few times due to tech challenges. Based on resent updates, seems like they have gotten around those. CEO has been buying. MCap ~90M
🚨Insider Trade Alert🚨! CEO, President, and Secretary Patel Sujal M has purchased 200,000 shares in $NAUT Nautilus Biotechnology, Inc. worth $135,574.80 $NAUT current value: $0.67 full disclosure: sec.gov/Archives/edgar…
$ARWR Rising because folks are starting to get that $ARWR has 800M cash + almost 1.1B+ cash coming from $SRPT deal + significantly reduced burn rate. EV (~1-1.5B) is still super low given the pipeline + Verona manu asset + an NDA already filed.
$arwr $16 $wve $11 selling for peanuts 🥜 with both having obesity drugs that could potentially prevent muscle loss or be used in combo with glp1. $wve buy out or partnership likely soon the way its holding vs market. Roche and $zela deal for 5B plus is a good benchmark
$ARWR Shoutout to @BikeRieder, @doepke_michel, and @monaco_biotech for nudging my thinking. Their threads convinced me to diversify beyond CRISPR (still riding with $NTLA) and dig into RNAi, where $ARWR ended up one of my top holding. BioTwitter challenged my assumptions.
THE $48 BILLION MATH ERROR Strategy Inc. just disclosed something extraordinary. They own 649,870 Bitcoin. That is 3.26 percent of every Bitcoin that will ever exist. Total cost: $48.37 billion. They also disclosed the numbers that prove this cannot survive the next 90 days.…
Today I turn 55. I’m the fittest, sharpest, and happiest I’ve ever been. If I’m an outlier, it’s not because I’m built different or discovered a secret formula. The truth is far less glamorous: It’s a million tiny choices, compounded over decades. Here are 55 of them: 1.…
I read a lot of quarterly letters, and most lately are about AI. Greenlight’s stood out: no internet-bubble history lesson or hype. Just simple questions, reasoning, and numbers. Quick and balanced read, worth checking out👇
$PSNL I will take 7x from 1.4 then to 9.8 now. Wish I'd not sold some on the way up.
$PSNL likely very low downside here at 1.4. I totally expect it to follow $WGS trajectory and end up 3x-5x in next 1-2 years. Bought more today.
$GRAL One of my best buy's this year. Still more room to go. Unfortunately, sold some $PSNL
$GRAL $14.1 Bought more today. Great value here with rising sales. $470MM Mcap, 850M Cash. $WGS $PSNL
$NAUT that was a nice ~3x in about 2 months much faster than my expectation. Still long and holding for long term potential. $TXG
$NAUT $0.7 is potentially on the verge of a break out and quite possibly a 5x from here IF no new major tech issues. Mgmt has delayed launch a few times due to tech challenges. Based on resent updates, seems like they have gotten around those. CEO has been buying. MCap ~90M
$NVDA $GOOG The biggest mistake investors are making is overestimating the permanence of NVIDIA’s CUDA moat. Hyper-scalers, the largest $NVDA customers, will gladly use AI-assisted coding to optimize workloads for alternative GPUs/TPUs if it meaningfully reduces their costs.
The reason why $GOOGL TPUs are so powerful vs the alternatives is that $GOOGL realized back in 2014 that they don't want to be beholden to $NVDA for AI inference workloads. $GOOGL purchased 40,000 $NVDA GPUs at $130M in 2014 to power their first AI workloads. However, they…
All the analysts forever writing about OpenAI vs Anthropic vs Google are missing the real story that already happened. 80% of startups pitching Andreessen Horowitz are running on Chinese open-source models. Not OpenAI. Not Anthropic. Chinese models like DeepSeek that cost 214x…
401(K) HARDSHIP WITHDRAWALS HIT THE HIGHEST LEVEL SINCE RECORDKEEPING BEGAN
History shows us that having too much debt during an economic downturn leads to a classic, self-reinforcing cycle where: 1) The empire can no longer borrow the money to repay its debts 2) It prints a lot of new money, which devalues the currency and raises inflation 3) Living…
Sam Altman is a serial liar and he’s the fulcrum holding up an over-leveraged multi-trillion dollar asset bubble. Probably nothing.
Big Tech earnings about to get overrrun by depreciation charges
The BBG Hopper GPU Rental Index with a big move down in late-October. Now down 28% Y/Y.
🌯Chipotle CEO on the US consumer: "Earlier this year, as consumer sentiment declined sharply, we saw a broad-based pullback in frequency across all income cohorts. Since then, the gap has widened, with low to middle-income guests further reducing frequency. We believe that this…
$NVDA likely sees downsizing in orders sometime in 2026 or 2027 due to lack of power/energy shortage.
$SPY And the deal is now done...again. The indications now still sound more like an extension rather than an a lasting truce. Devil will be in the details.
$NAUT $1.4 now. A lot more room to go.
$NAUT $0.7 is potentially on the verge of a break out and quite possibly a 5x from here IF no new major tech issues. Mgmt has delayed launch a few times due to tech challenges. Based on resent updates, seems like they have gotten around those. CEO has been buying. MCap ~90M
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