Jim Baskin

Google Ventures owns ~6% of SpaceX and 14% of Anthropic. How much will those stakes be worth by the end of 2026? $GOOG $GOOGL

Trump plans to ease access to psychedelics like psilocybin, ibogaine washingtonpost.com/politics/2026/…

Trump to sign executive order on psychedelic drug used abroad to treat PTSD $CMPS $DFTX $HELP $ATAI $GHRS cbsnews.com/amp/news/psych…

Not a dry eye in the house as Wout van Aert wins the Queen of the Classics 🥹

This is big. Really big. Scientists have just created a molecule that can store sunlight like a rechargeable battery. In a new study published in Science, researchers designed a pyrimidone based system that captures solar energy and locks it into a high energy form called Dewar pyrimidone. When exposed to UV light (~300 nm), the molecule undergoes photoisomerization, transforming into a strained structure that stores energy in its chemical bonds. What makes this powerful is that the energy can be stored for years and then released on demand as heat, simply by triggering the molecule with heat or an acid catalyst 👀 The system achieves an energy density of ~1.6 MJ/kg, which is nearly 2× higher than lithium-ion batteries. In experiments, the stored energy was strong enough to boil water in seconds, proving it’s not just theoretical. The molecule is also inspired by DNA chemistry, designed to be compact, stable, and even work in water-based environments. This is part of a growing field called Molecular Solar Thermal (MOST) energy storage, where the material itself acts as a solar battery. Instead of converting sunlight into electricity, it stores it directly as chemical energy. We’re starting to move toward a world where sunlight isn’t just used instantly.. but saved, transported, and released whenever we need it. Welcome to fastest accelerating SciTech Era ♥️

I believe the commercial potential of #psychedelic therapies is likely to exceed that of GLP-1s. $ATAI $CMPS $DFTX

🇫🇷 #ParisRoubaix Ready for it.

DOMESTIC HEU ENRICHMENT IS BACK ON THE ROADMAP · BWX Technologies notified the U.S. Nuclear Regulatory Commission of plans to seek a uranium enrichment license for a new facility in Erwin, Tennessee, adjacent to Nuclear Fuel Services · License application targeted for Q1 2027; operations expected around 2035 · Anchored by BWXT’s $1.5B contract with the National Nuclear Security Administration to restore fully domestic enrichment for naval propulsion and defense · Technology sourced from Oak Ridge National Laboratory via the NNSA-backed DUECE program · Strategy: demonstrate enrichment at production scale, then transition to supplying HEU for the Naval Reactors program · ~100 high-skill jobs expected at the Erwin site · Supporting infrastructure underway: BWXT’s Centrifuge Manufacturing Development Facility opened in Oak Ridge in January 2026 The U.S. is rebuilding sovereign HEU production capacity from the ground up. BWXT is at the center of it. This is as much national security as it is energy. $BWXT

AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨🚨🚨

Big Pharma doubles down on psychedelics! 🚀 Otsuka acquires Transcend Therapeutics in a $1.2B deal for TSND-201, a non-hallucinogenic MDMA analog for PTSD. Following AbbVie’s lead, major players are now betting big on neuroplasticity. psychedelichealth.co.uk/2026/04/03/ano…

TENNESSEE IS RUNNING THE NUCLEAR PLAYBOOK AND THE NUMBERS SHOW IT ∙ Demand surge: ICF projects U.S. electricity demand up 25% by 2030, up to 78% by 2050, driven by AI data centers, advanced manufacturing, and electrification ∙ Grid anchor: TVA’s nuclear fleet already supplies 42% of Tennessee’s electricity, providing reliable baseload no intermittent source can match ∙ State commitment: $150M+ in state investment backed by ORNL, TVA, UT, UCOR, and Y-12 anchoring supply chain and workforce development ∙ Process heat advantage: advanced nuclear uniquely suited for high-temp industrial applications including petrochemicals, fertilizers, and advanced materials ∙ Scale economics: multi-unit nuclear plants can deliver generation costs up to 30% lower per MWh than single-unit facilities (DOE Liftoff) ∙ Historical foundation: Tennessee served as a primary Manhattan Project site, the institutional knowledge and infrastructure never left Energy Secretary Chris Wright visited Oak Ridge in March 2025 and said the nuclear renaissance could begin right there. Tennessee’s talent pipeline, regulatory environment, and anchor institutions position it as the leading state for advanced nuclear deployment this decade. Please check out: @ETEC_TN Tennessee Nuclear Network $CCJ $UEC $NNE $OKLO $SMR $GEV

Bryan Johnson did the world's strongest psychedelic drug... here's how it went: @bryan_johnson: “ I did 5-MeO-DMT, which is the most powerful psychedelic on the planet, somewhere between 5-10 times more powerful than DMT. I'm stunned. Absolutely floored. Speechless. You basically experience raw consciousness and raw intelligence. You either panic because you feel like the gates of hell are going to open, that the stream of existence is going to just tear you to shreds.” @friedberg: “Like break your brain?” Bryan: “Yeah. You feel like it's going to threaten your sanity. Like is it going to chop you up into little pieces? And so in that moment you have to say, do I try to wrestle this? And I need to just like, wait it out until it's over, or you just relent and you say ‘Yes,’ and you have to, in that moment, you have to say yes so thoroughly. You have to release all attachment, all preconditions, all want, all desire, you have to release self, ego, control. You just have to relent entirely. And then when you do that, it opens up this unimaginable bliss and euphoria.” ------------------------------------------ Thanks to our partner for making this happen! The Pod by @eightsleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at eightsleep.com/allin for up to $350 off.

@Melt_Dem I am so tired of it. “Basically” is worse. People, mix it up a little.

i don’t know what first principles is and at this point i’m too afraid to ask

$ATAI is currently covered by 13 analysts, with price targets spanning $7 to $25. I believe though that the view of most investors and analysts on @ataibeckley appears largely anchored only to the initial lead indication and drug we are pursuing: treatment-resistant depression (TRD) for BPL-003 (5-MeO-DMT). In my view, they underappreciate the broader product portfolio, including VLS-01 (DMT) for TRD and EMP-01 (R-MDMA) for social anxiety disorder, but more importantly, I believe they materially underestimate the long-term total addressable market (TAM) for psychedelic medicines. IMO, one structural factor could ultimately expand that TAM significantly: Many serious diseases are far easier to prevent than to treat after onset. While this may sound obvious, the traditional healthcare system has largely been built around treating illness rather than preventing it. That paradigm is beginning to change. The rapid adoption of GLP-1 drugs from $LLY and $NVO demonstrates how quickly the market can shift toward preventive and even lifestyle-enhancing medicine. Read more about it in my latest blog post:

@TheBest_Viral Unstoppable.

Wild! No way!

@MultibaggerRsch Agree

Most investors still think $ATAI is a speculative psychedelics play. Here’s what actually happened in the last 30 days: ✅ FDA aligned on dual-pivotal Phase 3 design for BPL-003 (intranasal mebufotenin for treatment-resistant depression) ✅ Phase 3 on track for Q2 2026 ✅ EMP-01 (oral R-MDMA) hit primary endpoint in Phase 2a for Social Anxiety Disorder ✅ Breakthrough Therapy designation (Oct 2025) ✅ Redomiciled to Delaware — now a U.S. corp ✅ Added to the NASDAQ Biotech Index ✅ Cash runway into 2029 ✅ New CFO with 25+ yrs life sciences experience 7 analysts cover the stock. Consensus: Strong Buy. Avg price target: ~$15. Stock is $4.

This chart may be one of the most important historical analyses to consider over the next 5–10 years. None of us own enough hard assets. open.substack.com/pub/tavicosta/…

A single dose of psilocybin, the active compound in magic mushrooms, appears significantly more effective than nicotine patches at helping people quit smoking, a new study shows. bloomberg.com/news/articles/…

@C_Angermayer @ataibeckley 1000 steps…some have important milestones. The others are just as important. Keep building! Thank you.

No surprise - given the excellent data set that @ataibeckley's lead program, BPL-003, delivered in its Phase 2b study last year, and the recent FDA Breakthrough Therapy designation for treatment-resistant depression - but nevertheless a major milestone: $ATAI has announced a successful End-of-Phase 2b meeting with the FDA regarding the development of BPL-003 for treatment-resistant depression. This represents an important regulatory validation of both the data package and the planned path forward. Now BPL-003 is rapidly advancing toward Phase 3 initiation in Q2 2026. Don’t miss our Virtual Investor Day on March 6, 2026, where we will provide further insights into the Phase 3 design, as well as updates on our two other lead programs, VLS-01 and EMP-01. Exciting days ahead 🚀

Bank of America revamps silver stock price target for 2026 Michael Widmer, the bank's head of metals research, projects silver could reach anywhere between $135 and $309 per ounce before the end of 2026. finance.yahoo.com/news/bank-amer…