Justin Suter

@Ferrari_Capital @aleabitoreddit Looks like fidelity also grants access to OTC shares. Webull has some OTC but not the OTC tickers that end in an F so you couldn’t use that for SIVE specifically. I would double check this information though!

@structure_fiend @aleabitoreddit Which exchange are you using ?

Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US funds from entering (eg. Nasdaq listing / $1B MC) That’s definitely changed now thanks to European media shaking out the local holders, Sivers upcoming NASDAQ listing, and hitting $1B+ MC. Again $1.3B is literal spare change for hyperscalers and US institutions. And I have high confidence many would want exposure to CPO, silicon photonics and lasers, since there’s only a few in the entire world like $LITE, $COHR, and $MTSI. Especially… a CHIPS Act laser supplier likely in $AMD, $MRVL, $AAPL, Lightmatter, Ayar, AlChip, GUC, O-Net and other supply chains like the Golden Dome. Part of it is game theory for share accumulation. Since US/Western retail now owns a large part of the float (off of the Swedish sellers). And US institutions now want exposure.

@Ferrari_Capital @aleabitoreddit Schwab

@Ferrari_Capital @aleabitoreddit $SIVEF should be the ticker that allows you to purchase OTC shares (at least that’s what I’ve been doing)

@aleabitoreddit How are y’all buying SIVE? I’m struggling to figure out IBKR.

@espacetimeNOT @ethanjweiss Eli Lilly is releasing data on a GLP1R/GIPR/GCGR/calcitonin/amylin agonist soon Decaagonist soon? 😂

@ethanjweiss @structure_fiend now I see 3-somes in terms of incretins. I have huge folder of research on incretin responses/incretins....and another huge folder on the various incretin meds. we live in wild times.

What I learned this week: strong evidence supports that GLP1 signaling is dispensable at least in terms of weight loss with GLP1, GIP, GCG triagonists (retatrutide). Pretty wild…

@BowTiedUM To my understanding, these peptides fold into ⍺ helices upon binding. It’s referred to as the two domain binding model. In most cases they’re fairly disordered in solution. As long as it is the same molecule, structural differences during LC elution should not matter.

tirz only works as an alphahelix plugged into the GIP and GLP-1 receptors (cryo-EM confirmed, PDB 7rbt/7rgp) misfolded peptide elutes at the right retention time and still doesn't bind CD spectroscopy and cAMP bioassays catch this But our 3rd party peptide tests do not 6/

Why pharma peptides slap harder than research/compounded Thread 1/

@PeptideList I found the substack, thank you!

@structure_fiend Really appreciate it. Yes let me see if I can export it. I also have a Substack that might be easier to read.

@aleabitoreddit We appreciate you!!

I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x Unimicron -> 2x+ Nitto Boseki -> 2x+ $OSS -> 2x+ $GDRZF -> 2x+ $AEHR -> 2x With many more like $TSEM, $RPI having close to triple digit returns. Not including many others last year like $HOOD or $RKLB for triple digit returns, just this YTD. There's stuff like $FORM and others like Macronix... and $NBIS that actually doubled from the bottom at $70. But I won't take credit since I didn't do a specific post about it during the timeframes. There's a difference between just mentioning among many other tickers. Then having conviction like myself, writing a specific thesis post about it, getting catalyst timing right, and going long yourself. But proud if this helped retail going the right direction. Especially that they don’t need to pay $2,000+ just to see tickers people go long on or join some “special club” for company discussion.

@JColeVillle @spectre0799 is a magician fr

@hubermanlab Are you referring to DNRIs, H3 antagonists, or both when you say, "A new class[...]"?

Important paper, also for adults who “enjoy” stimulants. A new class of actual focus enhancing stimulants is emerging too— and they seem to enhance REM duration that night. Most are for narcolepsy and no, not Modafinil. 2026 is going to be a banner year for Rx stimulants.

We just made an app that walks you through designing a novel protein with AI from scratch. Takes about 5 minutes, requires zero biology knowledge. ➡️ design-a-protein.com The best part: we will actually synthesize 1000 of those protein designs in the lab and test their real world function as a therapeutic.

@yvtweets Are burgers cooked or will we still get the airdrop?

Bro lmfao this will be the biggest airdrop of my career

@henrythe9ths AI Guide

There's a shocking fact about AI that nobody tells you: You can catch up to the public AI research frontier in just 2 weeks. Yes, really. I've built a $150M annual revenue startup over the last 8 years and If I were to start a company today, I’d drop everything and go all-in on AI. But like many busy software builders, I felt lost—overwhelmed by the noisy, crowded and fast-moving modern AI landscape. And I wasn’t alone. So I spent my entire holiday diving deep into AI research—reading 30+ papers, watching hours of lectures, analyzing trends, and catching up to the research frontier. ✨ Here’s what I learned: - You don’t need months (or years) to catch up. - You don’t need a PhD or decades of ML experience. - You need fewer than 20 papers and 2 weeks to understand the major breakthroughs shaping AI today. It's because the technology is extremely nascent and most techniques that came before are no longer relevant: - ChatGPT is barely 2 years old and Transformers are only 7 years old. - Most game-changing discoveries happened within the last 4 years, driven by a few breakthrough ideas, scaling laws, and efficient matrix multiplication. The biggest secret? Many groundbreaking AI papers with thousands of citations are surprisingly simple and applied, like adding "let's think step by step" to the prompt, or simply asking the LLM over and over again to improve its answer (Self-Refine). I realized there are tons of founders and builders in the same boat—wanting to dive deeper into AI but unsure where to start. I've created an essential AI Guide that helped me catch up, in just 2 weeks, to the frontier of public AI research to figure out where the next opportunities and gaps were: - Curated list of only the most important papers - Simple explanations of key concepts - Clear pathway to understanding the frontier of modern AI It’s perfect for: - Founders expanding into AI - Builders wanting to innovate at the frontier of AI - Investors looking to separate the signal from the noise 👇 Want the full guide? - Like and Share this post - Comment "AI Guide" - I'll send you the complete guide (ps, I’m also teaming up with @VishalVasishth, co-founder of @obviousvc with @ev (focused on large-scale societal impact companies like Twitter, Medium, Beyond Meat), to host a small meetup to discuss what's working and needs to be solved in the AI stack in SF. Message me if you're interested)

@DrByronHapner @UHC Is goodrx not allowed for CII’s where you’re at?

Hey @UHC. Completed a hysterectomy yesterday afternoon, discharged her home in the evening (saving @UHC and everyone some money). Discharge medications included 12 Vicodin. (retail cost $30). Vicodin DENIED pending prior authorization. Patient in pain all night. Way to go.

@kindofsquishy @pixelsmixel @alexthe_dragon @volanare @rubyinnes @itssarahwolfe @joshalanb @joshalanb can I please have these slides? I’m intrigued

@pixelsmixel @alexthe_dragon @volanare @rubyinnes @itssarahwolfe Then @joshalanb took us through a deep dive on how purple as a colour does not actually exist and the entire party lost it our minds were blown OPINIONS WERE HAD

For my birthday I asked everybody to come prepared with a PowerPoint presentation about any topic they wanted and BY GOD THEY FUCKING DELIVERED. These are just some highlights 🧵 (Pic of mine for tax)

Suzetrigine (VX-548): A Non-Addictive NaV1.8 Inhibitor with Ph. III Pain Efficacy Comparable to Vicodin This case study highlights what’s publicly known about VX-548 and why this is such a watershed moment for pain management. Article Link: drughunters.com/49B91HD