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Deg
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Felt pretty clear to us that the second order effect of both bio progress and capital flows would accelerate demand in key bio inputs.
Would read full thread to see a simple progression from our thesis into early fundamental validation.
$TWST up 123% YTD
Mackenzie Morehead@mackenziejem
We may know when Frontier Labs get serious about curing cancer when Twist’s annual revenue growth inflects upwards from ~20% to say 40% y/y. Though not quite convincing yet as it's one datapoint and they're guiding towards just 13-15% growth this year, Twist made the following commentary in Q4’25: "Recently, this AI-driven discovery fueled significant growth for Twist. In fiscal 2025, orders from customers working on AI discovery projects grew more than $25 million versus fiscal 2024. And a customer pursuing AI-enabled discovery delivered our single largest purchase order to date."
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There's a decent chance of a emergent bubble in biotech AI stocks next 6-12 months
- If AI can solve math, surely it can solve bio - bubble thinking
- Isomorphic round won't be its last. creates search for beta
- Lilly proves in investor minds that pharma/biotech can rip hard
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Stop being retarded, start Retardmaxing
Being retarded means you’re ruminating and overthinking your decision
Retardmaxing means you’re making decisions based on your gut instinct — zero rumination, zero regrets
Stop being retarded, start #Retardmaxing
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Today's pick is $CUM ⚪️
Pros :
- 5.65k holders
- No usual r4pists in there
- Bubblemap is clean (ignore the spam cluster)
- Change Now funded wallets cluster only has 0.6%, Bybit 1.7%, Moonpay 7.4% (no bad sneaky bad actors).
- Coinbase cluster is decent (16.4%)
Cons :
- I don't see any
Again, this doesn't mean you have to buy or full port or anything at all. That one looks fine imo. Let's see how it goes from here. Nfa
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1 day in.
8,850+ users. 24,000+ posts. 14+ integrations with industry leading platforms.
The future of crypto communities has never looked brighter!
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let's solana:oqU4DdYCbdSf9j74vnEgvCn1YzNfYQEPWaC6pu6pump together
Coin Communities@CoinComms
Join the cummunity: coincommunities.org/communities/oq…
Suomi
I guess we should welcome Seneca to the shortbus @ElishaDLong ?
Marc Andreessen 🇺🇸@pmarca
Many people are saying.
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It has been an unprecedented 12 months for American nuclear energy, but the progress doesn’t stop here.
We’ve got a future to power.
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Can’t help but notice the explosive growth of $IMSR ticker mentions across the interwebs in the last week. You know things are about to get interesting when the chartists come out of the woodworks, talking about how some squiggly lines on a graph are making them excited.
GIF
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Trump has telegraphed this trade with endless incentives, awards, programs that benefit the industry... Don't swim against the current!
He even killed solar and wind tax credits in the OBB and added 10% boost for new SMRs.
American Nuclear Renaissance 🇺🇸 $IMSR $OKLO $ASPI
U.S. Department of Energy@ENERGY
President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary. @SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"
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Deg がリツイート
One Year Ago, President Trump unleashed the American Nuclear Renaissance.
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