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@wallstengine Intuitive Machines is already heavily saturated with NASA capital, managing a $1.1 billion contract backlog that includes the massive Near Space Network (NSN) communication project and multiple Commercial Lunar Payload Services (CLPS) lander missions. $LUNR

NASA: BLUE ORIGIN TO DELIVER FIRST LUNAR TERRAIN VEHICLE $LUNR 🔻

@Beth_Kindig Is ther any oversight?

Anthropic’s CFO says Claude Code now is writing 90% of the company's code.

@chamath Probably becaues it's enabling the employees to do their jobs more easily, but they're not looking to do more than what is asked.

With the 30y peaking and the little nugget below, what could go wrong??

@aakashgupta BS. “Behind the wall” storylines could be fascinating. We already accept dragons, giants, night kings, and so on. An idiot could write it. I’ll take the job @HBO and bring you more billions.

Kit Harington just confirmed that the most expensive character in TV history is now narratively worthless. And nobody's connecting the math. Jon Snow generated an estimated $501 million in HBO subscription revenue based on screen time alone across eight seasons. He appeared in all 73 episodes. He was the emotional center of a franchise that produced $3.1 billion in subscription revenue and $6 billion in profit for Warner between 2015 and 2018. HBO came to Harington and said: build a show around this character. They spent two years trying. Two years of scripts and development on the single most bankable name in prestige television. And the guy who played him for a decade walked away and said "nothing excited us enough." Think about what that means. HBO could not find one story worth telling about the character who carried the most profitable drama in cable history. The reason is sitting right there in the Season 8 finale. Benioff and Weiss wrote Jon into exile beyond the Wall with no political ties, no conflict, no relationships, no unresolved tension, and no source material to pull from. They gave him the narrative equivalent of a closed bank account. Every possible sequel has to start from: man stands in snow with no motivation, no antagonist, and no connection to the world that made people care about him. Now look at what's actually working. House of the Dragon: set 200 years before the finale. A Knight of the Seven Kingdoms: 100 years before. The Aegon the Conqueror series: even further back. Sea Snake, 10,000 Ships, same direction. Every single surviving Westeros project runs away from Season 8's ending. The one attempt to go forward died in development. 1.7 million people signed a petition to remake that finale. HBO lost over half its 18-49 audience within a year of the show ending. And Benioff and Weiss rushed those final six episodes reportedly because they had a Star Wars deal waiting. They lost the Star Wars deal too. Kit said he looked at photos from Season 8 and saw himself exhausted. He was. Everyone was. The show that averaged 43 million viewers per episode in its final season was running on fumes creatively while setting viewership records, which is the most dangerous combination in entertainment. Record audience, collapsing craft. The gap between those two lines is where franchise value goes to die. HBO made the right call killing SNOW. But the reason they had to kill it is the actual story. Season 8 didn't just end Game of Thrones. It locked the entire franchise in reverse gear. The only safe direction for Westeros is backward, because two showrunners turned the forward timeline radioactive on their way out the door.

@Photomusicrock You sure?

At 71, David Lee Roth continues the Van Halen legacy as a solo artist.

@IcyVert Who wants to disappoint a legend… in their own sport… hence try harder

I continue to ask. How has firing the manager made everyone better at hitting baseballs I don’t quite understand it

@newstart_2024 Per Gemini: Net positive for $VKTX. Expands TAM, Elevates VKTX's Oral solution as premium asset, Amplify's takeover value. The consensus 12-month price target rests at $95.50, implying a staggering potential upside of over 200% from current levels.

Andrew Huberman just got very candid about peptides on Gwyneth Paltrow’s goop podcast: He’s experimented with several, including BPC-157 for tissue repair, Pinelan (which gave him an insane 3 hours of REM sleep per night), and explained Melanotan — the one that tans skin internally, boosts energy, libido, and dopamine dramatically. Huberman’s own update on X: He’s since stopped Sermorelin after it spiked his PSA (which returned to normal), noting it increased deep sleep at the expense of REM. He’s personally not a fan anymore and advises people to track their numbers. These peptides are surging in popularity in fitness, biohacking, and Hollywood, but they remain in a gray zone with limited long-term human data. I appreciate how transparent Huberman is — sharing both what worked for him and what didn’t. The potential benefits sound compelling, but the caution around sourcing and side effects is smart. Have you tried any peptides, or are you staying away from them?

@GeneInvesting Damn, back in the red again 😂☹️

@up_warrior2 Congrats

$NTLA reported Q1 earnings today. No call which isn’t the norm, but they do have 3 fireside chats (tomorrow, May 20, and June 3) plus EAACI June 12-15. Highlights: • Offering ended up oversubscribed with gross proceeds of $207 million • Cash runway is now easily into 2028 (not including potential sales of Lonvo-z) • Net loss of $96.2 million again shows how the company is being more conscious of their spend • Total liabilities went down from $170.7 million at end of Q4, to $137.8 million at end of Q1 (a solid decrease of an already small number)

@DiscussingFilm You lost me with this one at “in theaters”….

First trailer for ‘THE RIVALS OF AMZIAH KING’, starring Matthew McConaughey and Kurt Russell. The crime thriller follows a man who oversees the top honey-making operation in town, but everything he has built is soon threatened. In theaters on August 14.

@unusual_whales Well he can’t really do anything productive until he’s eventually right.

Michael Burry says that we're witnessing history in the stock market, and not in a good way.

@TyJohnsonNews You'd almost think he just wants to go to cancun

He named himself Playoff P

@TyJohnsonNews Always some reason Tyrone 💨

Embiid is clearly playing hurt. Gutting it out, but he’s not there physically. Insane that people (not good people, but people) questioned it

@robertherjavec Had a great week's stay in Stuart a few years ago. Wish I knew. Next time! What brought you to Stuart?

I rarely post about food or restaurants, but if you ever happen to be in the city of Stuart, Florida, I had the pleasure of eating at the most amazing restaurant. Absolutely delicious food and great service. I may fly down there again… just for the food! oakandembersteakhouse.com

@TheJudgeCNBC No key to Jimmy's stash?

Can someone mix me a strong one...

$AXSM PT raised to $302 at RBC

@fundstrat @ethereumJoseph

Agree with @ethereumJoseph

@Soeren_Berlin @bduclaux You love losing. I'm pulling for them, but c'mon.

It’s very hard to imagine this title going even lower due to value, but here we go. I’m prepping the powder. This feels as criminally good as my Luckin coffee trade few years ago, when everyone expected them to go into insolvency or when I got the cruise stocks during Covid hit. Most founder friends I know got much higher valuations for comparatively very little substance. I feel like this is getting my trade of the decade.

$SGMO “Sangamo is currently negotiating multiple potential business development transactions and expects to share details on these potential transactions if and when definitive agreements are executed.”. Why are people selling?

@Mike_kim714 @Cadillac 111

Whoever guesses my courtesy car number first gets tickets to the @Cadillac championship or if you can’t come this one, the closest tournament to you

@GeneInvesting Where are you seeing this? TY

@DominickCampag It was not my “top goal” 😂 I had a best possible goal for it and it wasn’t met but if you knew anything about HAE trials you would understand why it’s totally irrelevant. 99.1% attack rate reduction for the month at week 36 :)

Never have I been more certain that people like Adam M and Adam F are paid shills. $NTLA Do people not understand that a “goal” is a top level/best case I’m hoping for? 87% attack rate reduction vs placebo and 92.6% reduction vs baseline definitely reaches my best possible goal. ✅ The 62% was lower than my hope (70-80%) but that number truly isn’t important. The month of Week 36 (after unblinding at Week 28) had 31/32 patients with ZERO attacks and 1 patient with 1. That comes out to 1 attack vs 112 expected assuming 3.5 baseline value and that’s a 99.1% reduction. Go shill that you idiots.