Shalin S Shah

@midwit_capital It won’t because they don’t really want to build it, they are far better off pealing off 1-1.5% of their equity to buy it instead

@ShalinSShah Might work, but certainly not the first attempt of a large & well capitalized organization attempting a GitHub/Lab competitor. Not saying Altman is a toothless tiger, just that the hurdle is higher than adding stories to IG.

Yes! MSFT acquired, GOOGL bought a large stake while the other two horsemen (anthropic and OpenAI) heavily use both. Altman will use the same Jobs\Zuckerberg playbook: threaten to build in-house to gain negotiating leverage. It’s a matter of time for $gtlb

@Zellchair Ah ok right old knowledge.

@Zellchair Yes he owns ~6% and if I remember he founded Tgtx with Weiss before $fbio when they took the well known monoclonal and engineered its increase in efficiency via immune mediated destruction

@Zellchair I was under the impression this is widely known. That’s why he has a sizeable holding of $TGTX shares

@Zellchair I own it in size as well but debt doesn’t include preferred would be my contention as a fellow Fbiop holder. Btw I started to nibble on Fbio as well recently.

@Zellchair Ah that doesn’t sound as exciting as “Third wave”, to own 100% of clinical assets within Fortress, and not through its subsidiaries, is a development that CEO Lindsay Rosenwald has verbally mentioned during investor presentations as a possible future for Fortress”

@Zellchair I read all your posts. Do you have a transcript by chance of the conf? Do you mean the post from March 5?

@Zellchair What happened last year? I had tried to watch but the call details on their site didn’t show

@AitorGarcia @ClarkSquareCap Thanks. I saw viceroy but more interested in views from long term holders like you. Do you feel there’s a catalyst now to double up, eg buybacks nor dividend have yet helped.

@ShalinSShah @ClarkSquareCap 2) Increased stake in GCP (residential). From 62.5% to 81.5%. $GYC.DE also publicly listed and cheap. So creating value. 3) Q4 results were pretty good. And after many years thye have reinstated the dividend. Good sign

Idea thread! This time, let's focus on Europe. What's your favorite European idea at the moment? Please provide a sentence or two explaining why you like it + valuation. Please retweet this so we can collect more responses. I will compile and share🙏

@AitorGarcia @ClarkSquareCap What’s your view on this currently? Looks like you’ve been in and out over the years!

@ClarkSquareCap Since 2023 the cycle has been turning for REITs in Europe. Assets are starting to appreciate again LTV is still a bit high for Aroundtown. But cost of debt has been going down as rates are going lower Fiscal stimulus in Germany should help fill vacancies & increase rent prices

Added $CMOU in the reit space. $gtlb, $trip, $root, $hrow, $derm, $crnx again, $Arqt $smti and $FBIO while having nibbled more $fbiop and just a small gamble on $qure Sold $Lqda and partially $amn earlier this calendar. Continue real estate backed names. Any RE investors here?

2026 top picks: Healthcare and Biotech: $FBIOP, $TGTX, $LQDA (although it's run up already quite a bit), hospital staffing $amn Real estate: will wait another quarter but a beaten down vertical, esp non reits Watching: $trip, $krknf, $pbi

Wow this could be a game changer for energy needs globally but especially for India given the vast thorium reserves

Gitlab ceo @bstaples recently started tweeting again and most of it reads like ai slop. Is he in a month going to announce that we’ve been following his AI bot that then opened a robinhood account and bought $100k of $GTLB?

@shiladitya @abhinavguptaIAQ @subodhkolhe @bryan_johnson @Breethr_HQ Where’s the post hooking up the rest of bombay?

@ShalinSShah @abhinavguptaIAQ @subodhkolhe @bryan_johnson Of course, solved my problem entirely so I'm a very happy (and healthy) @Breethr_HQ customer as well as investor now 😄

Indians are justifiably outraged by the poor air quality they are exposed to daily. It creates serious negative health effects. Below is a study showing how air pollution causes liver inflammation, fibrosis, blood fat imbalance, and liver protein markers associated with alcoholism, as well as gene dysregulation linked to cancer. There's no such thing as safe level of PM2.5. Study results: Mice exposed to 12-weeks of low levels of traffic PM2.5 pollutants developed liver inflammation, fibrosis, blood fat imbalance, and exhibited liver protein markers associated with alcoholism and gene dysregulation related to cancer. Background Air pollution is multifaceted, with small particulate matter PM2.5 that can reach deep into the lungs and cross to circulation being the most notorious “everyday” air pollutant linked to traffic and combustion engines. Method The study mimicked the prolonged exposure to everyday “low-level” traffic pollution by collecting the particulate matter PM2.5 from the side of busy roads and introduced the pollutants in a saline solution into the mice noses. Negative controls received a pollutant-free solution. Conclusion and significance The study is a stark reminder that there is no safe-level exposure to air pollution, emphasizing the need to treat this as a public health priority. Especially in heavily polluted cities and countries (for example solving air pollution in India would add more average life expectancy than treating all cancers there). Moreover, the study shows mechanistic evidence of air pollution causing systemic damage beyond the lungs and respiratory system. To minimize your personal exposure 1. Be aware of PM2.5 levels via IQ Air website or an air quality monitor you have with you 2. Wear an N95 mask when in polluted environments 3. Upgrade your home HVAC system to MERV 13 or higher 4. Activate air recirculation in your car when travelling through busy and polluted roads. Keep in mind that full air recirculation should only be used for a few minutes, as longer use can increase CO2 concentrations, possibly affecting alertness and focus while driving. 5. Check if your car has a partial recirculation mode, these help keep PM2.5 at lower levels while maintaining a low CO2 concentration too. 6. Use in-home HEPA filters if you live in an area of high traffic, or high air pollution due to other reason like e.g. wild fires.

@shiladitya @abhinavguptaIAQ @subodhkolhe @bryan_johnson Was there a solution to this or do we need to hepa+ oxygenate via bamboo plants + fan+ mosquito repellent everywhere?

@abhinavguptaIAQ @subodhkolhe @bryan_johnson Super, I had imagined the only way to solve this would literally be a HEPA filter on my windows and inside the air conditioners, I'm guessing that's what you are effectively doing. Any tests done in residential homes where the air seal isn't the same as gyms or offices?

India pays a premium for the privilege of not learning anything :) Every Indian car Tata, Mahindra, Maruti, all of them has a tiny computer inside called an ECU (Engine Control Unit) This computer decides everything - how much fuel to inject, when to shift gears, how brakes work, how the battery behaves in an EV. Think of it as the car's brain. India makes zero of these brains for passenger cars. All of them come from foreign companies, mainly Bosch (Germany). If you don't control the brain, you don't really control the car. Indian OEMs can't even add a simple valve to their own engine without asking Bosch for permission. They can't change a single line of code. They are selling cars with someone else engineering inside. This isn't really about technology being too hard. It's a business model designed to keep you dependent. Three layers lock you in :) First, every new car programme needs Bosch to do setup work (Rs 10-30 crore). Second, you pay full price for software Bosch already developed for Volkswagen so Bosch gets paid twice for the same work. Third and this is the killer every time you want to change anything in the software, even something tiny, it costs around $500,000. So Indian OEMs simply stop trying to innovate. They accept whatever Bosch gives them. The calibration trap means tuning the car's brain for Indian conditions, how should the engine behave in Ladakh cold vs Chennai heat? Indian OEMs outsource even this to AVL in Austria. AVL reuses work they already did for European cars, charges India full price, and transfers zero knowledge. So Indian engineers never even learn how their own cars work from the inside. What Korea did is Hyundai faced the exact same situation in 1987. They set up Kefico as a joint venture with Bosch, learned everything from the inside, and by 2015 they owned the full technology themselves. The sequence was simple - first learn calibration (tuning) → then write your own software → then build your own hardware. It's a ladder. India never climbed the first rung. Why India didn't do this - It's not a talent problem Indian engineers design ECUs at Bosch offices worldwide. It's a combination of things like Indian OEMs won't fund Indian startups to develop alternatives. They demand that Indian suppliers first prove themselves in Europe before getting a chance at home (while European companies protect their own). Middle managers won't risk their careers backing a Pune startup when they can safely pick Bosch. India spends 0.64% of GDP on R&D vs Korea's 4.9%. Private sector funds only 36% of India's R&D, in Korea it's 79%. SEDEMAC - the one exception - One Indian company (IIT Bombay founders, Pune-based) actually makes ECUs for two-wheelers and generators. They have real IP, real patents, millions of units shipped. But even they couldn't break into passenger cars. Tata Motors is literally in the same city and doesn't use them. EVs are simpler to control than petrol/diesel engines. This should have been India's fresh start. Instead, Mahindra's new EV platform has Bosch (Germany), Valeo (France), BYD (China), Mobileye (Israel), Continental (Germany) - zero Indian ECUs. The dependency just migrated from ICE to EV with different foreign names. swarajyamag.com/technology/the…

@Biotech_FC @taeyoon43334145 What price are you in at then?

@taeyoon43334145 Totally valid point. I’m probably going to miss my opportunity worrying about pennies losing sight of the bigger picture. Appreciate it!

I’m backing up the truck when $CRNX closes the gap from September. This is a long-term hold for me. Recent CAH data from the beginning of 2026 de-risks any “liver tox” that everyone was concerned about and efficacy is best in class.

@thesamparr Everyone debates doomscrolling. I’m more curious about retention. Why do I remember things much better when I write notes by hand than when I type them? Does screen time affect depth of understanding?

Alpha School. People seem to love it. But from my understanding, a good % of the learning is screen time. I'm vehemently against kids using screens (iPad stuff, short form video, etc). But I want to hear who's sent kids to Alpha + how/if the screen time was impactful (negatively). What Joe's doing is super interesting and would be awesome to work. Would love to see it win + have my fears addressed.

🚨Nobody wants to hear this but it needs to be said. > Scientists just copied a fruit fly's brain into a computer. Neuron by neuron. No training data. No machine learning. > It woke up and started walking. No one taught it to walk. No one trained it. No gradient descent. It just... knew what to do. A fruit fly brain has 140,000 neurons. A human brain is around 86,000,000,000. And we've gotten really good at scaling. Meaning with this proof, the first digital human won't be built by OpenAI. It'll be copied from someone who's already alive. Your consciousness is software. And someone just proved it can be copy-pasted. Start your day with that.