Jaryd Knutsen

“True success is exiting some rat race to modulate one's activities for peace of mind.” - Nassim Taleb quote in Psychology of Money

Love seeing this from $AMZN. We're going higher.

This still feels true, even at $2.8T. $AMZN is going much higher, imho.

Yikes!

@2819Church This was an outstanding message. 🙏

We are called to surrender every wound and walk in the Spirit, allowing the Lord to heal what we cannot. Lonnell Williams delivered a call to examine our hearts through Romans 12:14–21, confronting the danger of offense and the evidence it produces. STANDALONE MESSAGE | I Beg Your Pardon WATCH | YouTube, 2819 App LISTEN | Amazon Music, Spotify, Apple Podcasts #2819Church #WeAre2819Church #UntilAllHaveHeard

@PhilipAMitchell Can’t wait to read it! 🙏

Been aloof. Forgive me. Grinding. Yesterday, Friday. 5pm. I emailed the manuscript for my first book, CONTEND, to my publisher, HC. Exhale. Prayers appreciated.

@StockMarketNerd Bullish for $Goog and $amzn

Yikes if these $TTD allegations from Publicis are true. Overcharging clients & opting them into up-sells without their consent. This agency (representing 10% of $TTD's billings) no longer recommending it to clients. $TTD's response was very short & lacking detail. Maybe they say more in the coming days. I would think they’d have more to say in the near future. 🤷‍♂️ We'll see how this shakes out. Intimidating claims at the very least.

@biggercapital Brings tears to my eyes seeing the outcome from this treatment 🫂.

“No, Vinay Prasad was not at the FDA when Kebilidi (eladocagene exuparvovec) was approved on November 13, 2024” Thank God! Afflicted kids might not be getting the benefits. $CLPT $PTCT $QURE

@KreizJordy IDK about that. The cost on personnel to get through to the holding co's, and drive adoption of their own UI, in an environment where there is already so much margin compression, probably isn't the best idea for @OpenAI as they're already bleeding so much cash.

My adtech people in the know understand this

Beware of any Christian movement that acts as though the world is full of enemies to be destroyed rather than full of neighbors to be loved.

@drowsyinvestor Hang in there, bro. 🫂

Just continual portfolio decimation. And yes, indices near all time high. Keep perspective on what matters to you, especially outside of investing. And keep perspective on your time horizon. Take that deep breath.

The ultra conservative Heritage Foundation's own research found that in 24 YEARS of voting, ONLY 77 'illegals' voted, representing .00000764% of all votes. We don't have an election integrity problem. We have a Trump administration integrity problem.

The market is mis calculating $AMZN on 3 fronts: 1) Amazon Ads business continuing to scale towards $100B run rate 2) Automation via robotics driving margin 3) AWS scaling and acceleration to a $250B annual run rate. AWS alone should be a $2.5T valuation within 3 years

@Meta @facebook is unusable. Literally 5 consecutive ads to one post. Absolutely awful user experience.

@DrMakaryFDA why the back track / rug pull on @uniQure_NV then? Let's get that cleaned up.

9. Unleashing cell and gene therapies. The FDA announced new flexibilities for cell and gene therapy regulation, including the new Plausible Mechanism Pathway.   nejm.org/doi/full/10.10…

Top 10 reforms at @US_FDA in Year 1 of the Trump administration. 🧵

The new #Neo Robot from @1x_tech looks straight out of the iRobot movie. Not sure I'm digging where this is going, but alas, it seems unavoidable. 1x.tech/discover/neo-h…

@mike98572986 At least three late stage trials for Parkinson's will be live in 2026. Exciting times!

$clpt aspen Aspen Neuroscience is set to launch a pivotal Phase 3 trial in early 2026 for its personalized cell therapy candidate for the treatment of Parkinson's Disease following the company's latest funding round. According to McDevitt, the cells the company collects from patients and modifies are essentially brand new cells when they are used in ANPD001. Those cells will then remain healthy for at least 50-to-60 years, the typical time it takes for Parkinson's symptoms to appear. Aspen expects to spend 2026 recruiting patients for its Phase 3 study of ANPD001, collecting their biopsies and manufacturing the drug using those patients' specific cells, before beginning dosing in 2027. The study is expected to last through 2028, according to McDevitt, with the goal of generating data in the latter half of that year or in early 2029, at which time the company aims to file a Biologics License Application with the U.S. Food and Drug Administration. "That's a pretty aggressive timeline, and a lot needs to go in our direction for that. The FDA needs to be very accommodating," he said. "But we're hopeful that this program is so strong that we'll get their support to move quickly forward and be able to generate data from that program at the end of 2028." "We want to make sure for every patient that we're giving them not only their own cells, but the best clones," he said. "We make multiple clones for every patient, but we want to give them the highest-quality clone that's got the (best) chance of engrafting well and innervating well." Some of Aspen's existing and potential new investors are also active in both private and public markets, giving the company a lane to go public in 2026 if the market is receptive. That would then likely give Aspen a capital runway through 2031 or 2032, at which time the company could potentially manufacture and commercially launch ANPD001 on its own. "Their cells are their medicine, which is amazing," Aspen President and CEO Damien McDevitt said of the company's patients. "The cells that we implant will actually do a better job because they're 'self' cells, and we got evidence in preclinical studies that they would innervate better and form the (neural) networks better." sdbj.com/life-sciences/…

They need to get Tulane and JMU out of there. The fact they don’t mandate the 12 best teams makes this such a joke. Texas, Vandy and ND would beat both of those teams by 30 points… @CFBPlayoff whiffed once again

@JudSpencer would you be up to join a school build trek in Guatemala in March with @SupportTeamDaya ?

Congrats on the incredible run with $ttd, @JudSpencer Your efforts made the industry better, more efficient and transparent. Cheers

This feels like a $MSFT specific problem. Not all AI tools will win. But some will … $GOOG