Warren
2.5K posts


$TSLA is one of the few robot companies without a functioning robot. China dominates the sector. China just stole $SPCX future with a much cheaper reusable rocket. $TSLA is the only RoboTaxi company without a functioning RoboTaxi. Outside of money donated by the government and stupid investors, Musk is one of the biggest failures ever. We won’t even go into xAI disaster.
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@OopsGuess When you consider the employee count of SpaceX vs that of China Aerospace Science and Technology Corporation, you know which company is far more efficient. They are not at the same level.
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SpaceX was supposed to be America’s sacred crown jewel.
The symbol of American innovation.
The proof that only the U.S. could define the future of reusable rockets.
The technological altar where Silicon Valley, Wall Street, and Washington all worshipped together.
And now China has successfully completed its first controlled recovery of an orbital-class rocket booster with the Long March 10B.
Not by copying the American landing-pad model.
Not by repeating SpaceX’s path.
China used a sea-based net-capture system — a different technical route, a Chinese solution, built for its own launch architecture.
That is why this matters.
China is not just entering reusable rocketry.
China is entering it with its own method.
For years, the West comforted itself with one myth:
China can manufacture, but America still owns the frontier.
EVs broke that myth.
Solar broke that myth.
Shipbuilding broke that myth.
AI began breaking that myth.
Now reusable rockets are breaking it too.
SpaceX may still ahead.
But the crown is no longer untouchable.
China did not need permission to reach orbit.
China did not need applause to recover the booster.
It just built, tested, failed, learned, and came back.
Again.
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$IOVA Steven A. Rosenberg, considered the Father of Cancer Immunotherapy, has received the 2026 Tang Prize in Biopharmaceutical Science.
Steven, a pioneer in the utilisation of IL-2 and the development of TILs, is a member of @IovanceBio's network of research partners and collaborators: iovance.com/research-partn…
Iovance Biotherapeutics is the only FDA-approved TIL therapy company in the world, recently achieving potential best-in-class results in NSCLC: ir.iovance.com/news-releases/… and sarcomas: ir.iovance.com/news-releases/…
What a privilege to see the journey of Iovance Biotherapeutics, intertwined with that of great, beautiful minds like Steven's.
Stay tuned, for 2026 is full of catalysts, and we are only getting started!
Source: geneonline.com/2026-tang-priz…
Thanks to @Storm28799 for the info! 🩶
#CellTherapy #TIL #NSCLC #Melanoma #LungCancer #XBI #LABU #Immunotherapy #Sarcomas #Cancer #IOVA #IovanceBiotherapeutics

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China separates 99% of the world's heavy rare earths. It just blacklisted MP Materials and USA Rare Earth, the two American companies Washington backed to break that dependence. Both need the extractants P507 and D2EHPA. Roughly 70–90% Chinese-made. Beijing can escalate like this because they own the chemistry: solvent extraction. Rare earth ore is dissolved in acid. The solution meets an organic solvent in a mixer-settler: two liquids churned together, then left to separate by gravity. Each of the 17 rare earth elements has a slightly different affinity for the organic phase. Separation factors between adjacent elements run as low as 1.5, for some pairs barely above 1. Reaching 99.99% purity takes hundreds of mixer-settler stages in series. The biggest plants run about 1,000. Lynas's plant in Malaysia, the largest outside China, sits on 247 acres. China built those circuits in the 1980s when nobody else wanted to deal with the waste. Or wait a decade for the payback. You can dig up rare earth ore on every continent, but to separate it you need established mixer-settlers. You need the chemistry.
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Prof. Jeffrey Sachs: Africa MUST unite as ONE continental economy and follow China’s model.
‘If you add up the 55 countries of the African Union, that’s around 1.5 billion people, same size as India🇮🇳 and China🇨🇳. The big difference is the imperial powers divided Africa…they HAVE TO unite. As 55 countries you can’t make it, but as ONE African continental economy, you can.’
‘Look at what China did, follow that model.’
Afshin Rattansi@afshinrattansi
Malcolm X on Congo’s🇨🇩 Patrice Lumumba: Lumumba was “the greatest black man who ever walked the African continent…He didn’t fear anybody. He had those people so scared they had to kill him.” “They murdered Patrice Lumumba. They murdered him because they knew he had the ability to unite Africa.”
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@shaguncrypto With the time frame you specified, you are likely better off if you invest your money in stocks such as $iova, and, you also help saving people’s lives at the same time.
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@Bitcoin_Teddy This is a big if. Also, how many time gold has repeated this pattern? If you only pick what you like to say, you can say anything because you can always find a pattern to support what you want to say.
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China will crash the US stock market this year.
They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free.
Nobody can refuse cutting a $100M AI bill down to $5M.
Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations.
The bubble isn't AI. It's the price of AI. And it's about to pop.
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@crowdcuff @kainvests Wonder what he will do with the cash he receives from this sale?
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@kainvests This buyout is good because it takes Kartos off of Wayne's plate. This way he can focus more on shepherding any buyout of $IOVA, if that's the plan.
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$IOVA 🗞️Kartos Therapeutics, a company backed by billionaire biotech investor Wayne Rothbaum, with Iovance Biotherapeutics being his largest position, has just been acquired by Ipsen.
wsj.com/tech/biotech/i…
Let's see if we get similar news further down the line, at much higher prices!
Thanks to dogbone98 on StockTwits for the info!
$XBI $LABU
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@BTCBreadMan Your 15% maximum downside potential is only for those who bought at the top. For those who buy now, it is not 15%.
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@GunnelsWarren Obscene is more suitable for describing people such as you. It is better for California to have this bill defeated.
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@imnotden @Kelvinequeen When you do as you said, you crush the driver
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@Kelvinequeen Obviously you speed up then brake suddenly. It’s the only way.
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🔥 CZ: BITCOIN SHOULD FREEZE SATOSHI'S COINS IF THEY DON'T MOVE WITHIN A YEAR
CZ suggests the Bitcoin community should give Satoshi a 12-month window to move his coins before a quantum upgrade, and freeze them permanently if they don't move.
"On the new protocol, there will be like only 20 million coins because we're just going to lock them."
He warned that doing nothing means "we're basically giving to somebody who's going to hack it" once quantum computing catches up.
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@zaidlikesmstr @Strategy @saylor courage or reckless, the verdict is not yet in this time. He was proven reckless once before.
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$MSTR
Michael Saylor has more courage than anyone I’ve ever seen in public markets.
2022 taught him a lesson he will never forget, and the @Strategy balance sheet that sits today is its reflection.
It’s built to withstand pretty much anything the market throws at it.
When you spend thousands of hours understanding a company, understanding Bitcoin, watching nearly every interview Saylor has ever given, you develop a level of conviction that is genuinely difficult to explain to someone on the outside.
The few bulls standing firm on days like today know exactly what I mean.
I have given a significant portion of the past few years to deeply understanding what this company is trying to build.
And if what I have done feels substantial, keep in mind that @saylor has given the past six years of his life to this mission.
He has outworked probably anyone in this space, obsessed over this day and night, and traveled the world advocating for it.
He could be sitting on his yacht in Cannes.
Instead, he keeps showing up.
I find it almost amusing that anyone genuinely believes Saylor is here to rob people.
A billionaire heading toward the final chapter of his career has the least incentive imaginable to scheme against retail investors.
He already has everything he needs materially.
What he does not have, and what has driven him for the past five years, is the mark he wants to leave.
His mother believed he could change the world.
He has made it his life’s mission to prove her right by fixing a part of the system that robs ordinary people of the opportunity to pursue the life they want.
@saylor genuinely believes money is the highest form of energy human beings can channel.
And he has committed everything to trying to change how that energy flows.
People underestimate how hard that is.
He has built an entirely new category.
He has trailblazed the path for corporations to hold Bitcoin.
He has built structures that support the very network he believes can change the world.
And with an approach this disruptive, it was always going to rub people the wrong way.
Traditional markets were always going to push back against anyone trying to restructure the way credit works.
Skeptics in the Bitcoin community were always going to resist his capitalist view.
And people within the crypto space were always going to find a target for their lost cause.
Yes….It is deeply disappointing to see $STRC behave in the opposite way the instrument was designed to behave.
Anyone sitting on losses has my genuine sympathy.
But I truly believe this management team is capable of working through this.
For those with a little more patience, a little more of the same belief that brought them to this instrument in the first place, I believe this team will find a way.
I have never had a stronger conviction in what is being built here.
I am willing to go down with it if it comes to that.
I know Saylor is.
I know Phong is.
The mission will continue.
Mission Strategy.
bitcoin:native $MSTR $STRC


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@AaronLiv_ APPL has not lost much from the peak, percentage-wise which is what really matters.
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I have roughly 85% of my net worth in MSTR common stock.
Hermes Lux@HermesLux
Anyone else put more than 5% of their wealth into strategy?
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