Jerry

5.1K posts

Jerry

Jerry

@transcriptoad

Katılım Ağustos 2021
253 Takip Edilen286 Takipçiler
Jerry retweetledi
Amiri King
Amiri King@AmiriKing·
Your annual reminder that George Floyd dressed as water company worker to commit a home invasion with 5 other men. The three victims were female, one of them was pregnant. This is their martyr. 👇🏻 😂
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Tulsi Gabbard 🌺
Tulsi Gabbard 🌺@TulsiGabbard·
Thank you, my friend 🙏🏽
Linda Yaccarino@lindayaX

. @TulsiGabbard and I first met during my time at X, right as we were building the Originals program and before her call to serve in President Trump’s administration. We spoke several times about creating something meaningful that would honor her remarkable journey: her courageous service to our country, her integrity, and the inspiration she offers so many. On our very first call, I had to laugh and admit I was having a total “fan girl” moment. We later co-hosted a dinner together in Las Vegas for potential clients. Tulsi owned the room. True interest and genuine admiration from everyone there. During every interaction Abe was right by her side. They truly are a great team. Tulsi and Abe, Godspeed on this next chapter. Claudio and I, along with millions of others, are keeping you both in our prayers. It’s a privilege to call you a friend. 🙏❤️

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Elon Musk
Elon Musk@elonmusk·
@iScienceLuvr Putting “Ph.D.” in your social media name is a sure sign of a pompous retard
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Steven Cheah
Steven Cheah@StevenCheah·
If this is real (I’m honestly not sure if it is), this is terrifying
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Wall Street Apes
Wall Street Apes@WallStreetApes·
30 gunshots fired at the White House Today 2016: Shots at the White House 2018: Shots at the White House 2020: Shots at the White House 2021-2024 No shots at the White House 2025: Shots at the White House 2026 Shots at the White House The Democrat Party is the party of Violence
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Nick shirley
Nick shirley@nickshirleyy·
🚨The Minnesota fraud empire is falling: Yesterday 15 fraudsters were charged and $90 million was busted. The MSM tried to cover for the fraudsters. @GovTimWalz called it "white supremacy" to expose it and @IlhanMN is completely SILENT. Independent journalism defeated an entire fraud network upheld by billions of dollars with support from corrupt politicians who allowed this fraud and the MSM who failed to report it. Major win for America and hardworking law-abiding taxpaying citizens. This is just the beginning. Arrest them all.
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Jerry
Jerry@transcriptoad·
Unreal
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Daniel Davis Deep Dive
Daniel Davis Deep Dive@DanielLDavis1·
PRESIDENT TRUMP SHOULD RESIGN IMMEDIATELY, FOR SHAMING HIS OFFICE AND ALL OF US ALONG WITH HIM. This is disgusting and abominable behavior by the President of the United States, to post something so infantile and suggestive of violence. Plainly stated, this is behavior unbecoming of the high office of the President of United States and he should leave office.
Donald J. Trump@realDonaldTrump

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Renée Hoenderkamp
Renée Hoenderkamp@DrHoenderkamp·
This morning I spoke to a clever, articulate young woman of 23 who has a First Class Honours degree. She cannot find work. She will do anything. Even @McDonalds turned her down. And yet we hear all of the time that these big companies need migration to fill their vacancies....
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Nick shirley
Nick shirley@nickshirleyy·
CBS News said there was no evidence of fraud. The NYT said the Somali community was being targeted CNN said there was "little evidence." Tim Walz said it was “white supremacy” to expose fraud Today: $90M busted and 15 charged. IT WAS ALL FRAUD AND THEY KNEW.
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Jerry
Jerry@transcriptoad·
@ZeeContrarian1 This is actually My area of expertise and they own rare disease testing at this point while everyone else focusing on oncology and mrd. So nice niche is correct
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Z@ZeeContrarian1·
The Insiders Who Built $WGS Are Backing Up the Truck Every great hedge fund has that one legendary trade that defines the firm for decades. This could be that moment for Casdin and Corvex. The funds buying the $WGS earnings crash aren’t random hedge funds or ordinary insiders. Casdin and Corvex were there from the beginning. CM Life Sciences was the SPAC sponsored by affiliates of Casdin Capital and Corvex, and Sema4 completed that deal in July 2021. Sema4 then acquired GeneDx in April 2022, and the company later became GeneDx Holdings, $WGS . These are not hopeful founders that are going down with the ship, these are Wall Street veterans who have been around for decades. You can find countless interviews with them on CNBC and across financial media over the years. They have seen bubbles, crashes, frauds, turnarounds, and every type of market cycle imaginable. And now they are backing up the truck on this crash. Why? Because this may be their anomaly opportunity, the once-in-a-lifetime type of setup every great investor waits years for, where they have complete informational superiority over everyone else. A situation where the market suddenly panics in a business they understand better than anyone alive because they effectively helped create the company and lived through every stage of its evolution. So when Casdin adds massive exposure and Meister keeps buying aggressively, they are not reacting to a headline. They know the SPAC, the GeneDx acquisition, the old Sema4 mistakes, the turnaround, the reimbursement model, the payer issues, and the quality of the core exome and genome business better than anyone on the outside. This is also an extremely niche industry that very few funds or analysts truly understand. Genomic diagnostics, reimbursement dynamics, payer behavior, exome utilization, and lab economics are highly specialized areas where surface-level analysis can be dangerously misleading. That is why the timing matters so much. The recent “blunder” was not that demand disappeared. Q1 volume grew strongly, but revenue missed because blended reimbursement came in lower than expected and noncore lines underperformed. The issue appears tied to execution and mix, not a collapse in demand for the core business. That distinction is everything. If the story were permanently broken, insiders who have lived inside this company for years would not be adding aggressively right after the market punished the stock. After the collapse, Corvex-related entities came in and bought 1.2M shares between May 7–11 for roughly $46.8M in the mid-$30s. And he still wasn’t done. On May 15, he reported another $13.7M purchase. In total approximately $60M in one week, CONVICTION. Casdin also recently increased his economic exposure through swaps tied to 850,000 notional shares. The position now represents approximately 28% of his fund, based on the fund’s value at the end of Q1. (At the time of writing, Casdin had purchased an additional 500,000 shares.) The market is pricing $WGS like the Q1 miss exposed a structurally broken business. The people closest to the entire history of the company seem to believe something very different. No one knows the story better than them, no one. GeneDx now trades around $40, at an EV of 2.2x revised 2026 implied revenue, while the industry trades closer to double that multiple. My base-case scenario is a $75 price target over the next 12 months based on valuation alone. Separately, average analyst price targets still sit near $80 even after recent downgrades. Operationally, test volume still grew 34% YoY, the company now has insurance contracts covering ~80% of U.S. covered lives, and its proprietary genomic dataset continues compounding with every additional test. If the current reimbursement and execution issues prove temporary, the upside from today’s valuation could still be measured in hundreds of percent over the medium to long term. Portfolio allocation: 30%
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HeroOfTheDay
HeroOfTheDay@Hero_OfThe_Day·
What did I just watch!? 🤯🤯 Shai wasn’t touched, and just flops & flails onto the floor!! He’s flopped three or four straight possessions now. WHAT IS THIS, @NBA???????
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Vivid.🇮🇱
Vivid.🇮🇱@VividProwess·
Palestinian students: “With Allah’s help, we will smash the Jews’ heads because they are dogs. I want to be a jihadist and kill Jews for Allah and become a martyr.” UNRWA has been teaching them to kill Jews for decades.
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