franchisekriz

If you're worried about ticks, put up an owl box. The animal driving most Lyme disease in the eastern US is the white-footed mouse. Ticks that feed on them are far more likely to come away infected than ticks that feed on other animals. The bigger the local mouse population, the worse the next year's tick year. A single barred owl pair raising chicks can take hundreds of rodents in a breeding season. Owls also don't carry Lyme. The bacterium can't survive their digestive tract, so an owl that eats an infected mouse is a dead end for the disease. Researchers at the Cary Institute, the leading lab on Lyme ecology, have been explicit about this: "Landscapes that support predators have reduced Lyme disease risk." One owl box on its own isn't going to fix a tick year. But a yard with owls, foxes, bobcats, and weasels in it has fewer mice, and a yard with fewer mice has fewer infected ticks. If you have woods or fields nearby, a properly sized barn owl or screech owl box (different species, different boxes) is one of the most useful single things you can do for tick exposure at the landscape scale. Match the box to the owl that lives near you. The mouse is the problem, owls are the solution.

We see an 80%+ chance that Tesla and SpaceX merge in 2027 @PowerLunch @CNBC 🍿🍿

@bluefinsashimi Thanks for posting these

$IBRX #ASCO26 Update: In bladder cancer patients whose disease returned after BCG, Anktiva + BCG achieved nearly 3x higher complete response rates at 12 months compared to Keytruda (pembrolizumab) — 47% vs 19% - in a matched analysis. Responses also lasted about 10 months longer on average, with a strong safety trend. Big real-world validation for #Anktiva’s approved use in BCG-unresponsive bladder cancer. Full abstract: asco.org/abstracts-pres… #IBRX #Anktiva #BladderCancer

$IBRX

People are saying... $OPEN

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

$IBRX

The last time the U.S. 10-year broke out to 5%, $SPY dropped 11%. Stocks bottomed three months later, exactly when yields topped.

So here we go …the year of the fire horse and reveal of 15 years of exciting execution of ..”imagine if ….” Over the next few months I will reveal the breakthrough technologies we have been developing in stealth mode at NANTWORKS ( over a dozen privately funded companies with over a billion dollars ) that may impact how we live, work and play. Some will involve healthcare, some climate change and others deep AI. Many will act synergistically with each company in helping us address life threatening and chronic diseases such as cancer, sepsis, auto immune diseases, diabetes. Deconstructing and activating every component of the immune system. The time has come in the year of the fire horse to unveil! Stay tuned. Today it was NantPhotonics to move data at the speed of light and drive AI for un-imaginable discovery at light speed. Imagine if we re-considered how Antibodies work and used AI to target every expressed and even intra cellular protein ? Then allow NK and T cells do their work? Stay tuned

~ memory is a flock of birds ~ i built a hopfield network and taught it the alphabet - then watched it remember in real time by adjusting the temperature. no neuron has the whole picture. the memory is distributed across every neuron’s connections.

$IBRX Jane Street reportedly cut its position by 95% the same day Marty resigned. The timing is raising a lot of eyebrows and adding fuel to the bullish narrative.

$IBRX In Fox News, Senator Rep. Ron Johnson mentioned in connection with Makary's resignation. As of late 2025 and early 2026, Republican Senator Ron Johnson (R-WI) has taken a supportive role regarding the immunotherapy and COVID-19 treatment research of billionaire doctor Patrick Soon-Shiong, particularly in relation to Soon-Shiong's company, ImmunityBio. The relationship is characterized by Johnson advocating for faster approval processes for Soon-Shiong's experimental cancer and COVID-19 treatments and questioning the Food and Drug Administration's (FDA) resistance to these therapies. (Bloomberg)

We’re reimagining a 50-year-old interface - the mouse pointer - with AI. 🖱️ These experimental demos show how people can intuitively direct Gemini on their screens using motion, speech, and natural shorthand to get things done 🧵

The complexity of an AI driven robot that needs to meet GMP standards & learn complex steps of targeted cell manufacture. A marvel and the first robot of its kind in the world. Can’t wait till we lift off the first patient’s NK cells in LA from NANT LEONARDO. Unstoppable scale.

He’s going to the post office. Add 10 people in line who have never mailed anything in their entire life

Lead Scientist of NASA Electrostatics Physics Laboratory, Charles Buhler, explains his discovery of the 'new force' behind the Biefeld-Brown Effect - Non-Newtonian propulsion. Exodus Propulsion is the company he now leads as CEO and first presented publicly at NYC 2026

SF spends $102k a year per homeless person. It spends $20k a year per resident. SF spends more per homeless person than the 10 largest US cities combined spend per resident.

We’re mobilizing cancer patients to inform Secretary Kennedy @SecKennedy and @realDonaldTrump President Trump that @DrMakaryFDA Dr. Makary’s refusal to approve ANKTIVA for lymphopenia is based on personal bias rather than science. By following Vinay Prasad's lead and blocking this treatment, Dr. Makary is ignoring the needs of dying patients. We are demanding immediate action to prioritize lives over personal vendettas. $IBRX @DrPatrick @LoriMills4CA42

Many people been reached out asking about parabolics on $SNDK $MU $INTC etc. Here is a small database I did a while back studying some prior big cap parabolic reversals. Studied their ATR multiples from 50MA the day before the peak as well as the % extension above specific moving averages ATR multiples above the 50MA from @jfsrev beat simple percent gains because they adjust for the stock's unique volatility. That is what I like to focus on the most. Helps reveal true overextensions in parabolic moves that just straight up percentages often mislead imo. The average ATR multiple above 50MA on these listed is 17x and that is BEFORE the climax day, some have hit highs of 25-30x the day they peak. $SNDK is only sitting at 11.35x as of the close, notably below the average. It also is below average for all of the % above MA readings besides 200ma. These names can get much more extreme than you think. You need strict criteria for these setups or it's a waste of time.