Osprey Cap II

@RepJackKimble I don't mind paying a bit more, but what I would rather see is people who have already been financially successful out in the real economy and come to this temporarily as a form of service. The professional politician has to go.

Just a friendly warning. We don’t even make $200k per year in Congress despite working nearly 140 days. If we aren’t properly compensated, a lot of us will go to the private sector and you will be left with some real idiots in Congress.

Talk about creative solutions to big problems....

A big pivot from Ken Griffin on AI: “Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago. And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days. These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society. When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.” This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

in addition to makary and prasad, without waiting for new leadership to decide, the administration went ahead and showed the rest of the leadership team associated with arnold ventures the door. this sends a strong message this administration is serious about innovation, cares about rare disease patients, and won't let american biotech lose its leadership position in the world.

$FIG so much for the software apocalypse. I listened to their earnings call and business is just booming, with an actual pickup in growth relative to recent quarters.

$XBI “When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance. We’re still dancing.”-Chuck Prince, CEO Citigroup 2007 I am still dancing here but I am dancing next to the fire exits, not the middle of the dance floor.

@monaco_biotech @Mayhem4Markets Seems like you and I have heightened sensitivity to higher rates but lots of others do not.

@Mayhem4Markets Lol, how many times have we been in this situation before? Oh, and Leopold Aschenbrenner's 13F are being released today. Investors will be on the hunt for names again. Hooray.

Yields up, red alert. 🚨

$NKTR pulled back right into a very nice buy zone.

Jeff Bezos asked a room to imagine going back a hundred years. When almost everyone was a farmer. And telling those farmers that in 2018 there’d be a job called “massage therapist.” Bezos: “They would not have believed you.” Then a friend took it further. Bezos: “Forget massage therapist, there are dog psychiatrists.” He looked it up. Bezos: “Sure enough, you can easily hire a psychiatrist for your dog.” The room laughed. The point under the laughter wasn’t funny at all. Every time a major technology shift hits, we do the exact same thing. We count the jobs it will destroy. We never count the ones it will create. Because we can’t. They don’t have names yet. The fear is always specific. AI will replace accountants. AI will replace radiologists. AI will replace drivers. The fear has job titles and timelines and projections. The opportunity has none of those things. Because you can’t name what doesn’t exist yet. A farmer in 1920 could understand losing his job to a tractor. He could not understand gaining a career as a social media strategist. Not because he lacked intelligence. Because the entire chain of inventions between his world and that job hadn’t been built yet. Radio. Television. The internet. Smartphones. Social platforms. Creator economies. Every single link in that chain had to exist before “social media strategist” could even be a sentence. That’s where we are with AI right now. Everyone is staring at the tractor. Nobody can see the thing seven inventions away that doesn’t have a name yet. The fear is loud because it fits inside language we already have. The opportunity is silent because it doesn’t. Every technological revolution in history created more jobs than it destroyed. Every single one. Not because anyone planned it. Because human needs expand faster than machines can fill them. We didn’t need massage therapists when we were breaking our backs on farms. We needed them after machines freed our backs and stress replaced labor. The demand didn’t disappear. It migrated somewhere no one was looking. That is exactly what’s happening right now. The jobs AI creates won’t make sense to us yet. They’ll sound as absurd as “dog psychiatrist” would’ve sounded to a farmer in 1920. Until someone is running a $200 hourly practice with a six-month waitlist. The entire conversation right now is about what we’re about to lose. Nobody is talking about what we’re about to gain. Because the gains don’t have vocabulary yet. A hundred years from now, someone will stand on a stage and describe the jobs we couldn’t imagine today. And the audience will laugh. The same way we just did.

An old-fashioned Dem, full of wisdom.

@BiotechSho99376 @Lucy3370 @Support Ugh

@dsjdirect @Lucy3370 @Support Just got this message from your old account too

$XBI @lucy3370 is right and it is beyond frustrating. I have never been able to regain control of this account. X support @support has been non existent and unhelpful in the extreme.

Elon completely stole the banquet 😂 He was already posing for someone else when Xiaomi CEO Lei Jun walked up to his idol asking for a selfie Elon instantly poses with the funniest face does the same funny expression with Apple CEO Tim Cook too Now Elon became the MAIN attraction across Chinese media and the entire world 🤣

$PHVS pivotal results in the prophy setting anticipated 3Q, for deucrictabant XR. The CHAPTER-3 study is evaluating ~81 ptnts randomized 2:1 on deucrictibant vs. placebo to evaluate the reduction in HAE attacks. In the prior Phase 2 CHAPTER-1 study PHVS showed an 84.5% reduction in attacks, which improved further during the OLE period to 92%. Comparable efficacy in Phase 3 would rival top biologics. As I have mentioned before, this story is about oral convenience with IV-like efficacy. I'd be very surprised if this stock isnt $50+ in 3 to 4 months.

I miss old Charlie

@r0ck3t23 @Biohazard3737 It's beautiful and very true.

Elon Musk just defended America better than every politician in Washington combined. Musk: “After World War 2, the US could have basically taken over the world and any country. Like we got nukes, nobody else got nukes. We don’t even have to lose soldiers. Which country do you want?” One nation on earth held a weapon nobody else had. Total dominance. Zero competition. No risk of retaliation. Every empire in history that held that kind of advantage used it. Rome. The Mongols. The British. The Ottomans. They conquered until they collapsed. America had a bigger advantage than all of them combined. And it rebuilt the countries it just defeated. Musk: “The United States actually helped rebuild countries. So it helped rebuild Europe, it helped rebuild Japan. This is very unusual behavior, almost unprecedented.” Almost unprecedented? It had never happened before. Not once in 5,000 years of recorded history. The Marshall Plan wasn’t foreign aid. It was the most radical act of restraint any superpower ever committed. America turned its enemies into allies. Turned rubble into economies. Turned surrender into partnership. Germany went from ashes to the economic engine of Europe in a generation. Japan went from unconditional surrender to the third largest economy on earth. Three years after the war, America was flying food into Berlin. A city in the heart of the nation that just tried to destroy it. That’s not policy. That’s a civilization deciding what it is at the exact moment it has the power to be anything. You’re being told a story right now. That America is the villain of history. You hear it everywhere. Media. Universities. Social platforms. Musk: “There’s always like, well America’s done bad things. Well of course America’s done bad things, but one needs to look at the whole track record.” Every nation on earth has dark chapters. Every single one. The difference is what a country does when nobody can stop it. And when nobody could stop America, it fed its enemies and rebuilt their cities. Musk: “The history of China suggests that China is not acquisitive. Meaning they’re not going to go out and invade a whole bunch of countries.” Probably right. China has historically built walls, not fleets. But the real question isn’t about borders anymore. We’re approaching a moment that mirrors 1945 in ways nobody has fully processed yet. AI is going to give a handful of people a power advantage that makes nuclear monopoly look quaint. If someone is going to hold that kind of power, who do you want it to be? The country that conquered when it could? Or the one that rebuilt when it didn’t have to? Every alliance. Every trade route. Every economy. Billions lifted out of poverty. All of it traces back to one act of restraint that had never been done before. And carries no guarantee of being repeated. The most powerful thing America ever did wasn’t building the bomb. It was what it didn’t do after.

@Biohazard3737 I am sure you're right, Sheep. Seemed like there was a 1 to 1 correlation there for a few years but lately that has clearly broken down.

A news reporter asked Michael Jordan if he thought the ’90s Bulls could beat LeBron’s Lakers. MJ: Yes. Reporter: By how much? MJ: Two or three points. Reporter: Why so close? MJ: Most of us are almost 60 now.

@A_May_MD Tremendous money printing. It has a real effect.

If we had an inflation readout like this morning’s last spring $XBI would be -5% right now. Instead it’s ~flat around $135 (vs $60s-$80s last spring) and all the high beta meltup stuff is pretty much fine…so far. I think we probably sell off rest of the day but who knows. This biotech market has been bizarre of late.

@Biohazard3737 I'm a little bit surprised that biotech is held up as well as it has in the face of rising rates