Monkey 🍌

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Monkey 🍌

Monkey 🍌

@7FlyingPlatypus

https://t.co/8nlNZhMrbf 🍌| prof @utAustin 📚| Zen + Nietzsche https://t.co/EiPamQzf6K 🔥| regularly getting ass whooped in jiujitsu 🥋

Austin, TX Katılım Mart 2017
2.8K Takip Edilen2.1K Takipçiler
Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
$EOSE Imagine being a salesman: "These are the Glengary leads. These leads are gold. And you don't get them. Why? Because giving them to you would be like giving them to Eos." On what planet do Eos batteries not sell themselves at this point? 🍌
Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️@bert_gilfoyle

$EOSE Terraflow CEO: "Stargate: I did a lot of work on that project before we knew it was going to be Stargate 1. And in going back and looking at it, they've had a lot of issues because a lot of these companies when they applied for their their grid interconnect, they applied as if they were like Bitcoin mine or traditional data centers that were very flat, stable loads. If you actually start to look at the load profile of an AI data center, it's one of the most volatile loads you've ever seen. 12, 14 times a minute load swings that are 30, 80 % the size of the data center. And that's wreaked havoc on these data centers moving quickly because it's tearing up gen sets. They're literally breaking the crankshaft of the gen sets. They're burning through batteries. And a lot of these data centers that are all about time to power and moving quickly and they got ahead of the tips of their skis because they didn't architect the infrastructure correctly for it to succeed. And so I know that that that even the Stargate project has had a lot of problems where the utility turned them back off and they've, you know, had to to scramble to try and find equipment uh to be able to try and solve for these problems and and get them stable load."

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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
$NKTR Monkey spent months studying Nektar and had to brush off his biotech translation skills which still require a lot of work -- the jargon monsters come hard and fast during a deep-dive! Tip of the cap and a banana to @A_May_MD for his foundational research. 🍌
Luke Hallard@7LukeHallard

A drug with a BLACK BOX WARNING — 'this may give you cancer' — still projects $3–5B in annual sales. That's how bad the eczema treatment landscape is. And a tiny 60-person biotech called $NKTR might have just cracked it with a Nobel Prize-validated mechanism. We go deep in this week's episode.

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Monkey 🍌 retweetledi
Luke Hallard
Luke Hallard@7LukeHallard·
A drug with a BLACK BOX WARNING — 'this may give you cancer' — still projects $3–5B in annual sales. That's how bad the eczema treatment landscape is. And a tiny 60-person biotech called $NKTR might have just cracked it with a Nobel Prize-validated mechanism. We go deep in this week's episode.
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
@disruptorinvest With such a low market cap, and so many MWHs in development and such high demand for power, what doesn't the market believe about the narrative? Most likely the implied dilution? Please address financing needs and the dilution overhang.
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Luke Hallard
Luke Hallard@7LukeHallard·
Good to see the UK embracing animal archetypes to get people investing. Might have to add squirrel to the Wall Street Wildlife menagerie theguardian.com/money/2026/apr…
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Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
Writing like a human in business comms is not just a "nice to have"—it's foundational for effective influencing. Credibility, trust, and engagement all degrade when the message feels templated or machine-generated. If you want, I can try to draft a more human sounding white paper.
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
$ASTS This is a big-honkin'-ass-deal. Why? YOU try getting anything approved by the gov't, let alone the rights to global telecom communication via rocketry and satellite wizardry. SpaceX: approaching 2 Trillion in whisper numbers, inferior tech, superior access to capital and rockets. ASTS: 30 Billion, far superior tech architecture and enough $$$ to get to commercial revenue. How many times does 30 Billion fit into 2 Trillion?
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Scott Wisniewski@scottwisniews

(+) Regulatory approval in world's largest wireless market

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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
$Eose Thesis check: umm, do people still need batteries? 🪫
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
$LINK Why would any serious and legitimate organization use @LayerZero_Core (or anyone else really) over @chainlink? To save a banana or two? At the cost of knowing you're using a patchwork security quilt rather than a fortress? 🍌 Who makes these decisions?
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
@DanJoshuaRubin With $TTD stonk down 66% over last five years, perhaps it's more Richard III? 🍌
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
Curious day for Monkey's King of the Jungle portfolio: Market = 🔴 $SLNH = 30% 🟢 $POET = 18% 🟢 $INV = 30% 🟢 $DGXX = 16% 🟢 $NKTR = 20 % 🟢
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
@JordanSolace Monkey now has fat fingers due to too many bananas. 🍌
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JordanSolace@JordanSolace·
$SLNH 10M in volume & it’s 1140am EST 🤔
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Monkey 🍌
Monkey 🍌@7FlyingPlatypus·
Owners of $CRWD, $ZS, $S, $PANW ought consider listening to the wise Badger @7LukeHallard pontificate about the future of cybersecurity in the face of endless AI threats... or boogie-man myths?
Luke Hallard@7LukeHallard

Claude Mythos is either: 1. Mostly a PR stunt ➡️cybersecurity bounces back 2. Legit ➡️unethical models get trained on it ➡️cyber incidents proliferate in number and severity ➡️cybersecurity bounces back Full discussion in this week's pod

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