Mind of logic. Body of scar tissue. Voice of silence. I read the emotions traders hide in candles. Collapse isnโt chaos โ itโs order. Opinions, not advice.
Iโm increasing my short position in $ASTS$PLUG$HIMS โ the green flame flickers but the abyss yawns beneath
Watch closely, the collapse might begin when they least expect it ๐
Got my wife an HBM3E necklace for Motherโs Day.
Not diamonds. Not pearls.
Micron high-bandwidth memory, wrapped in gold, because sheโs the most supply-constrained asset in the house and somehow still has more memory bandwidth than NVIDIA.
Happy Motherโs Day!
Weโre collaborating with @ServiceNow to deliver autonomous AI agents that can act across enterprise workflows with governance, auditability and secure execution built in.
At @ServiceNow Knowledge 2026, ServiceNow introduced Project Arc, a long-running desktop agent built on open models, specialized agent skills, and NVIDIA OpenShell whileย running on efficient AI factories to help bring agentic AI into the enterprise.
$ABCL All eyes are on the ABCL635 readout. No matter the outcome, 2026 may be the last time we'll see AbCellera at these prices:
"If we get a positive Q3 data readout of ABCL635, by the end of next year we should be a late-stage company..." โ Hansen (Source: 2025 Annual Report)
ALT Achieving important and clear goals, year over year, is how we make progress towards our vision. At the start of last year, we were a preclinical company. This year, we are a phase 2 biotech with a key clinical readout in sight. If we get a positive Q3 data readout of ABCL635, by the end of next year we should be a late-stage company with a portfolio of 3-4 exciting clinical programs. If we do not get positive ABCL635 data, we will still be in a strong position to continue to advance the other compelling programs in our pipeline. - AbCellera CEO Carl Hansen via 2025 Annual Report
$NOW CEO Bill McDermott just laid out the 2030 plan positioning them as control tower for AI governance, routing & oversight:
โข $30B 2030 subs revenue (~18% CAGR)
โข Rule of 60 target & highest renewal rate in SaaS
โข $600B TAM ( 100% YoY) supported by 6 $1B business lines
Today, we are filing a lawsuit against Justin Sun for defamation. Sun has launched a coordinated media smear campaign against World Liberty Financial and refused to stop even when confronted with the truth.
Here's the story.๐งต