blueprint
$META exploring a massive ai data centre in alberta would be a game-changer for canadian tech infrastructure. energy access, cold climate, and scale - it all lines up. #meta #alberta #yyc
$ORBS
$BMNR 🪁
When Ethereum goes to $6,000-$8,000, BMNR and SBET will run like MSTR did last fall. You don’t have to like any of this, but it will happen anyway.
clear path toward positive FCF in play $TEM
bullish momentum continues $TEM
$TEM with a stellar quarter. Rev $314M, +89.6% YoY (!) EPS (0.24), +65.2% YoY Gross profit $195M, +158% YoY Genomics $241.8M, +115% YoY Data/services $73M, +35.7% YoY Oncology $133.2M, +33% YoY Gross margins 62%, +36% Raises FY25 $1.26B, +82% YoY EBITDA + by EOY 2025 Nearly 90%…
motion $ZETA
$ZETA price to sales (orange line) versus free cash flow per share (blue line).
the AI action plan heavily leans into medicine. $TEM is my largest position and is perfectly positioned for this wave
Bloomberg just reported that the Trump Administration is hosting major tech firms at the White House for major health data initiatives. This comes after the recent AI action plan had a plethora of information about how the government plans to use AI in healthcare. $TEM…
The only real test of intelligence is if you get what you want out of life.
all perspectives lead to up $TEM
execution is finally showing up. gross loss ratio improving fast - clear signs of underwriting discipline.. $LMND
5. I had my doubts about $LMND management back in Q3 ‘22 — but they’ve proven me wrong. IFP is up 65% while OpEx has stayed flat. Clear signs they can execute. Still not cash flow positive, but the rapidly improving gross loss ratio points to a potential inflection point ahead…
another step toward AI-driven cardiology at scale. precision medicine is here $TEM
This is what it means to advance precision medicine: using AI to turn everyday clinical data into life-changing insights, and making those insights available at scale. It's nice to experience so much tailwind in our business - the end result of years of investments in bringing…
Peter Thiel takes 9.1% stake Bitmine Immersion $BMNR Its up 15% after hours
flow
The currency of life isn’t money. It is not even time. It’s attention.
health is wealth - be mindful.
Alcohol consumption has gone into possibly permanent decline, per Bloomberg
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