Markiv
1.3K posts
$ABVX ABIVAX BOARD RE-ENGAGES INVESTMENT BANK CENTERVIEW FOR BIG PHARMA TAKEOVER TALKS - LA LETTRE
SOURCE: lalettre.fr/fr/english-cor…
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@TheStalwart you dont approve single stock leveraged products in a market where 2 stocks greater than 50% of mcap...regulators were running a casino
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Korean stock market volatility is now higher than it was during both the Global Financial Crisis an the late 90s Asian financial crisis
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CMPS - comp360 : synthetic psilocybin ( polymorph, formulation and MoT claim) , ATAi - BPL 003 : intranasal mebufotenin - naturally occurring but benzoate salt formulation is claimed as novel ( Comp of matter patent- stronger) . A competitor can design around cmps claims… so there is a risk
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@nahushabiotec @RickMedChem Do you have actual info or is this a guess? Curious to hear more.
Thanks
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Personally a little bit worried about $CMPS (I was long them until recently). Why did $LLY choose $ATAI over $CMPS despite the fact that the latter is way ahead?
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Markiv retweetledi
$QURE 13G reveals JPMorgan just crossed a 7.0% passive stake w/ 4.8M+ shares.
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@BeardoTrader Check the 15F in August .. memory and hylerscalers and chips will have been picked up by smart money
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Markiv retweetledi
South Korea's financial authorities have called an emergency meeting after a sharp sell-off in the country's stock market triggered massive losses for leveraged ETF investors.
Investors in their 20s and 30s account for 62% of the accounts that were effectively wiped out.
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@JUST_KAWS Leverage liquidation + FUD .. check next 15F in August to see who has loaded up
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@Mr_Derivatives The stupidity of leverage in Korea and the FUD narrative is driving retail out of chips and memory .. and the buyers are .. hello helllo … smart Wall Street money.. that will
Make a killing as early as Dec 2026 .. on this
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$TSM record earnings. Stock still drops 4% anyways…
Should set the tone for markets today?
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@pemulisking Just irrational exuberance bruh.. expectation that some BP is going to come in and pay 15B to takeout a p1/p2 drug ?
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$ERAS at ~$8B seems crazy to me...what am I missing? What aspects of the story are people excited about?
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@peter_mantas You do have a knack to identify forward looking trends .. kudos
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Final post of 2025. Outside of $QURE, this is my top bio theme for 2026. $GHRS $ATAI $CMPS $MNMD
backofthenapkinbios.substack.com/p/the-2026-inf…
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@RJCcapital Any one could tell that leveraged ETF for a super small concentrated market was a recipe for disaster ..
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South Korea closes the casino 🎰
Charlotte Yang@CharlotteYTYang
S. Korea to Suspend New Listings of Single-Stock Leverage ETFs
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@davidasinclair What about the imp for weights / strength training ?
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If you can’t run, cycle, paddle or swim, get a standing desk!
Lifespan@JoinLifespan
One of the strongest longevity signals isn't cholesterol or body weight It's cardiorespiratory fitness People in the highest fitness categories show 40-70% lower mortality risk than the least fit, so get moving!
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a16z@a16z
.@pmarca on the "three-way Mexican standoff" between coders, PMs, and designers: "I'm seeing it in a bunch of the early leading edge companies in the Valley, they're circling around a job title loosely called 'builder,' or something like it. And basically the idea is that you had these separate jobs in the past of programmer, product manager, and designer." " I've been describing what's happening in the Valley companies as sort of this three-way Mexican standoff, where the programmers think that they don't need the product managers and the designers anymore 'cause they can have AI do that, and then each of the other two doesn't think they need the other two either." "I've been predicting they're all correct. The product manager can generate code and design now, and each of them can do the job of all three. The idea is the jobs change so now the job is builder." @MTSlive
QAM
