Joined July 2015
Replying to @Tradewrite
Don’t use indicators Wall Street used none of this do not be hated by these sack of 💩 engagement farming cucks these plebs all live at home with mom trust that including this pleb 😸
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Replying to @elonmusk @bot
Dread to think what @brian_armstrong uses Grokbot for when he allows this shit to go on. Base is for everyone right Brian? Even @zachxbt had to get involved further up that thread.
It would appear Sahil has relationship enough 2 get people within @zora 2 cripple the #1 account on Zora simply 4 leading the entire platform & damaging 4200 holders & their families there are bad actors within Zora & he’s openly bragging about this no one should go near @zora 🚨
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$GOOGL CFO: “Given the supply constraint environment, we started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4.” “Expect margin headwinds in the near term as we utilize this capacity.” Expect our CapEx to increase significantly in 2027
$GOOGL STILL SEES FY CAPEX $195B TO $205B, EST. $202.21B
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*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS What the fuck???? $MRVL $LITE
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$TKNO $AVTR probs best high beta reagent longs
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Oracle $ORCL is projecting a nearly $54B turnaround in annual free cash flow over 3 years Now expects to turn FCF positive in the H2 of FY28 & generate at least $30B in FY29 Expects its massive AI data center spending to peak in FY27-FY28 before declining in FY29 By FY29, Oracle says its growth will be self-funded.
Oracle $ORCL targets $225B+ in annual revenue by FY2030. Key financial targets: • FY27 revenue: $90B+ • FY30 revenue: $225B+ • Revenue growth: 35%+ CAGR through FY30 • FY30 non-GAAP operating margin: 40%+ • FY30 non-GAAP EPS: $21+ • Positive free cash flow: 2H FY28 • FY29 free cash flow: $30B+ • CapEx to peak in FY27-FY28 • Growth to become self-funded in FY29 • FY29 net debt/EBITDA: Below 3.5x Oracle also plans to limit additional capital raises through FY30 to $20B: • $10B in equity • $10B in debt This excludes debt refinancing and is separate from the $20B equity raise already completed in Q1 FY27.
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*ORACLE CORPORATION - REAFFIRMS FY27 OUTLOOK: $90 BLN+ REVENUE, $8.1 NON-GAAP EPS *ORACLE CORPORATION - TO LIMIT ADDITIONAL CAPITAL RAISES TO $20 BLN THROUGH FY30 $ORCL
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Israeli opposition leader theoretically has enough seats to oust Netanyahu. The problem is he'd need the support from the Arab parties. And if they join government, then the non-Arab parties will no longer support him. Shekel worst performing currency bloomberg.com/news/articles/…
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Exciting updates on gene editing support from the U.S. Government! We didn’t plan this… but just a few hours after our conference call outlining Beam’s vision to deliver increasingly customized genetic correction therapies to patients, even more news hit
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THE FLIGHT CODE????
FlightRadar24: Flávio Bolsonaro allegedly used an official aircraft from the Argentine Air Force to flee to the United States from Buenos Aires, identified in flight by the code FAG593.
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“Lost my house day trading. Buy my PDF for only $49.99 if you want to do the same.”
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Surprise 1: Anthropic acquired a one-person biotech . . . Surprise 2: that person is me Surprise 3: I’m here to tell you all about it Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post …and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline ------- Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere. The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases. Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat. In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally. Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants). In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model. From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team. Why join Anthropic? Three reasons. (1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work. (2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter. (3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing. Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit. Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest). Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI. Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have. It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way. But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember... Gotta Cure 'Em All
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South Korean Stocks getting absolutely sent 📈📈
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ANTHROPIC SAYS IT HAS ACQUIRED MITHRIL MEDICINE TO RUN RARE DISEASE PROGRAMS, ADDING THAT IT WANTS TO SHARE ITS MODELS WITH DRUG DEVELOPMENT RESEARCHERS AND AS MANY RESEARCHERS AS POSSIBLE, AND THAT IT LOOKS FORWARD TO WORKING WITH MORE ORGANIZATIONS
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SK HYNIX: EXPECTS DEMAND TO OUTPACE SUPPLY THROUGH 2030
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His protein shake video still lives rent free in my head
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"Sir, they're not Italian. They're Jewish."
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$HOOD event contracts revenue hit $173 million, up over 6x this quarter. Equities revenue was $121 million HOOD quickly turning into a sports gambling platform
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