ZoomerInvests

@gak_pdx Inflation causes wealth to flow into assets from wage earners and a wealth tax could account for that.

Let’s assume you could magically liquidate Elon’s wealth. It is all stock, so you can’t actually do that, but let’s say President AOC is magic, she snaps her fingers, and the US Treasury has Elon’s net worth in the account. How long does that $800 Billion last? It funds 42 days of current federal government spending.

@akarlin I don't even want us to interfere in human wars in the middle east

Should humans seek to mediate or stop chimp civil wars?

@ArtemisConsort Depending on how it turns out, AI spending might be the best example of capitalism misallocating enormous amounts of money.

@sflorimm Mistral

USA has ChatGPT USA has Grok USA has Claude USA has Gemini USA has Llama USA has Copilot China has DeepSeek China has Qwen China has Ernie China has GLM China has Kimi China has MiniMax Europe has?

@GeneInvesting It might be big but it's also competitive and they will arrive late. PE has so many potential diseases where it could be best in class and first.

@InvestsZoo4947 Because it’s big and PE can treat it rather easily. They think their version is better. It’ll be interesting how arbitration goes.

Is anyone else concerned about the arbitration between $BEAM and $PRME? I really don't understand why prime would go for AATD.

@cluelessbio I kind of agree with this take, I sold my shares when management decided to lay off all their divisions working on new interesting science

$nvo How is novo a buy here? -2026 to 2032 Lilly eats their lunch -2032 to 2036 Lilly and generics eat their lunch -2036 forward Tirzepatid generics will kill the entire obesity+diabetes incretin market. They need to pivot to oncology and I&I asap. Stop spending on obesity.

How is $BEAM not up a lot today?

@jbulltard1 Might also be a panic to get it done before OpenAI

Elon in a panic to get this off befor who knows what comes of the war

@elonmusk Love that your focus is shifting back to this

SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW

Why did the C-suite each sell over 20k shares after the pop? $CTMX

Bought more $CTMX I should have sold after the pop as a biotech offering after news is probably the most predictable event in the world

As a result of this any industries that are not disrupted by AI see absurdly high profits and valuation. My best guess is that this would be sectors like construction and biotech.

A weird situation that I think might happen in the future. AI causes widespread deflation from improved productivity. This leads us back to negative interest rates and incredible government spending. 1/2

@crisprspace It probably happens in one day when CGD is approved

If it breaks, it is going to $8. $PRME

I sold a bit of $PRME today and bought $BEAM. I think prime has the most exciting potential but I don't like their AATD program and I'm scared my portfolio will blow up if they loose the arbitration with beam.

@CrisprGlenn The existing partnership is a strong indicator it would be $CRSP but I think $PRME focusing on CF and in general just having a better platform would make them a better buy

What are your thoughts?!

@bryan_johnson You should look into orch-or I think it could lead you to Alzheimer's prevention

We’ve spent decades treating lithium as a heavy duty psychiatric tool. New evidence suggests it’s actually a foundational brain nutrient and that Alzheimer’s may essentially be a localized lithium deficiency. By using the Orotate salt, we can bypass plaque-induced transport blocks and restore brain levels with 1mg. I’ve been supplementing low dose (1mg/day) lithium for years. More evidence now suggests it was the right decision. Here’s why lithium is potentially beneficial and how we arrived at this decision years ago. The study unequivocally demonstrated lithium deficiency in the brains of patients with cognitive impairment, providing mechanistic evidence of its role as a driver of disease onset and progression. It validated our choice of Lithium Orotate as the optimal form of lithium supplementation for preventing and slowing the progression of dementia. Lithium has long been a foundational ingredient in my protocol, utilized in a low-nutritional dose. This was based on our comprehensive analysis of various population studies supporting its safety and potential benefits for brain health and mental well-being. Establishing a direct mechanistic link: beyond its known effects on mood and well-being, the study forged a direct and mechanistic and progressive connection between lithium brain deficiency and cognitive impairment, including Alzheimer's disease. Optimal form of lithium: the study revealed that lithium orotate, the specific form of lithium salt I have been using for years, is superior in avoiding blockage by existing plaque, thereby achieving the highest bioavailability, greatest plaque reduction, and cognitive restoration in previously lithium-deficient mice with pre-existing cognitive impairment.

Are we headed for another inflationary cycle? My portfolio really needed the prospect of rate cuts

A new demand from the FDA in a clinical trial for a cutting-edge gene therapy from UniQure is raising ethical questions bloomberg.com/news/articles/…