Tech Bio @TechBio101
TechBio and Semiconductor science and investing news + a little macro Not financial advice. San Francisco, Ca Joined February 2024-
Tweets26
-
Followers42
-
Following25
-
Likes1
Lab space in Boston is still quite empty. This gives biotech a lot of room for long term leases that are reasonably priced bizjournals.com/boston/news/20…
Current biotech stocks I like RXRX: good ML + high data generation PACB: potential for sequencing based diagnostics IPSC: Allogenic derived cell therapies TWST: guide libraries for perturbations CRSP: gene therapies
CAUTION: Bank credit is contracting for only the 2nd time in 50 years The last time was around the Financial Crisis This won’t end well
Stat of the day: Over the last 12 months, the US has actually LOST 284,000 full-time jobs. But, the headline jobs number says we have added jobs for 38 straight months. How is this possible? Over the last 12 months, these full-time jobs have been replaced by 921,000 part time…
Woah. Klarna's AI customer support agent is able to handle 2/3rd of the requests by itself in its first month. It is doing the job of 700 full-time agents.
Times are wild. Yields up driving stocks down but semis are still up
Interesting to see this from Dalio linkedin.com/pulse/we-stock…
Real gross domestic income has JUST entered contraction territory This has only happened 12 prior times since 1948 Every single one of them occurred around a recession
BREAKING: Super Micro Computer, $SMCI, has now lost one third of its value since the February 16th top. In less than 2 full trading days, $SMCI has lost ~$20 billion in market cap. Still, the stock is trading at levels seen just 5 trading days ago. Even with the decline since…
Biotech is going to have its ChatGPT moment sometime in the next 5 years. Figuring out the human body is quickly being turned into a compute problem AND the expense of that compute is falling faster than Moore's law (chart and text snippet from @Noahpinion article yesterday -…
The US has outperformed China significantly since 2009. If you look at 2000 and 2008 these gains have gotten wiped out
Nvidia $NVDA is particularly overpriced warns NYU's renowned finance professor and "dean of valuation" Aswath Damodaran
BEWARE: Smart money has been selling like never before
There are only two points in history when likely 10-12yr S&P 500 returns fell this far short of Treasury yields: August 1929 and December 1999. If you don't care, you're not alone. By the time stocks reached their bubble peaks in 1929 and 2000, investors didn't care then either.
That was quick: Prediction markets are now showing just 4 interest rate cuts in 2024, according to @Kalshi. Just one month ago, prediction markets were pricing-in 6 interest rate cuts in 2024. Meanwhile, odds of interest rate cuts beginning in March 2024 have gone from 90% to…
Sophisticated genome editing tools allowing the simultaneous manipulation of numerous genes are forging a first-of-its-kind generation of universal CAR T therapeutics nature.com/articles/s4158…
BMS silently discontinued their CLDN18.2 ADC, which they received from TPTX acquisition, understandably so. -High DAR (6??) -Purposefully unstable linker (??) = Not a winning strategy Another one of the "too crowded!!" bites the dust $ELEV
Tavi is famous for bad takes, but this is a solid candidate for chart crime of the month
MaggieWells @OzrQ1L65r2L59
14 Followers 823 Following
ConstanceChurchill @GXo49Tf3w5iIY2
0 Followers 863 Following
LisaMax @f94apwmkKV8PF
5 Followers 811 Following
EveBryan @alVqss9Q67i5W93
6 Followers 1K Following
DividendHunter🇺�... @Feara1881
45 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
BuyForLife🇺🇸 @Oocaoovie155
32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ShortSqueezePro🇺�... @Gerfaup9735368
34 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Teesesth @TeesesthxcYZXr
44 Followers 5K Following
Reatorez @Reatorez5LGcl
49 Followers 4K Following
Ellen @satsukatom91419
64 Followers 7K Following
LindaTomlinson @Ps5z4E4Ca0x5h3
65 Followers 7K Following
Peasleewh @peasleewh14230
80 Followers 7K Following A strong woman is one who is determined to do what others are determined not to do.
Ththoat @ThthoatDTz
37 Followers 1K Following
Sylvia @nukumim60797162
73 Followers 7K Following
SophiaJohn @6s9v5kIDwp5YNGA
59 Followers 7K Following
CathyHenrietta @oJjU7a02MejRa9
92 Followers 7K Following
PandoraCamilla @zJFluzII4Bd22
74 Followers 7K Following
PollyLawrence @4VpG5gSxH48108G
59 Followers 7K Following
Shenoez @Shenoez239350
83 Followers 7K Following
Jess @oojiharama47
123 Followers 7K Following
Smeatob @smeatob58589
68 Followers 7K Following
EmmaEden @EwcGxcr1757jZG
63 Followers 7K Following
EvelynBart @IXf7o6K8f8gyv4q
61 Followers 7K Following
SabinaWilde @vG1Cl2ZOH18LQ0
80 Followers 7K Following
TammyYonng @h82HjN20X0qXG
61 Followers 7K Following
Miranda @bg26MFZQ42zp9
40 Followers 3K Following Take the risk and be a successful person in life ♥️❣️
Tiltis @Tiltis0HLg6v
34 Followers 3K Following
KayRockefeller @Pw8M0fagzTCnn
30 Followers 3K Following
HoneyCoffey @3hUb0lQEPIdp7R
63 Followers 7K Following
DinahRoger @M2h8Z3983zYGpj
67 Followers 7K Following
Doughpse @doughpse8062
40 Followers 4K Following
Humble @kakiofusak82713
73 Followers 7K Following
ElsieOscar @M3Ziz56dPZmSo9r
65 Followers 7K Following
MyraWright @1cM11s4itUr92a
46 Followers 5K Following
Nickel & Dime @BatteryStock
3K Followers 4K Following 🔋 Battery metals investor | Chasing lithium, nickel, cobalt & copper deals before they go vertical ⚡ | Long critical minerals, short supply chains | #Lithium
Poughoa @poughoa74010
92 Followers 4K Following
McSushe @SusheMc70334
127 Followers 3K Following
Biotech2k @Biotech2k1
31K Followers 1K Following Combining 30 years of investing experience, data driven strategy and AI to invest in biotech.
Eric @EricFlaningam
15K Followers 589 Following Tech research, value investing, and data visualization | Author of Generative Value | Felicis Ventures
RazorSharpDNA 🧬 @RazorSharpDNA
2K Followers 2K Following BioTech Pro, Tech&Science Nerd, Investor & Family Man. Tweets R my opinion, not 💵 advice. 🗣️Science/Tech/Crypto/Stocks/Macro/Memecoins/Shitpost🐂📈🛡️🧬😱
Nature Biotechnology @NatureBiotech
318K Followers 2K Following Publishing the best of biotech science and business. Find us on Bluesky, Facebook & Instagram. Part of @SpringerNature and @NaturePortfolio.
Biotech Investor @learnbiotech
6K Followers 347 Following Learn to invest in biotech like the professionals from a former biotech executive and investment banker. For education purposes only. Course on Thinkific
Goose Data (wa/wa) @GooseData
6K Followers 219 Following Biotech visionary. Looking for best drugs with goose data. Retweets mean honking endorsement.
Evan @StockMKTNewz
640K Followers 396 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | My Daily Stock Market Recap is the link in my bio ⬇️
Genevieve Roch-Decter... @GRDecter
426K Followers 1K Following President & Portfolio Manager • 500,000 Followers • Seen on Bloomberg & FOX • Top Voice LinkedIn
Michael A. Arouet @MichaelAArouet
142K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out impersonators. I’m not on Threads, Telegram, Bluesky, Facebook etc
QE Infinity @StealthQE4
99K Followers 983 Following Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
Barchart @Barchart
385K Followers 582 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
unusual_whales @unusual_whales
2.5M Followers 2K Following Stocks/Options/Crypto/Market News + Tools. Not advice Get a bonus opening a new tastytrade account: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
zerohedge @zerohedge
2.2M Followers 917 Following
BioDecoded @BioDecoded
9K Followers 4K Following A daily digest of 3 articles about biomedical research and tech industry, with an emphasis on bringing data science and AI to life science and medicine.
Andrew Pannu @andrewpannu
14K Followers 287 Following daily dose of biotech & healthcare commentary • founder @sleuthinsights • building software for the bioeconomy
The Kobeissi Letter @KobeissiLetter
1.0M Followers 571 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
NVIDIA @nvidia
2.4M Followers 47 Following The official handle for NVIDIA. Blog: https://t.co/JAn5eKOTBT Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Bravos Research @bravosresearch
298K Followers 634 Following Data-driven Investment Research | Follow to learn about markets & the global economy | Get swing trade ideas & market analysis at https://t.co/Jjyd8HqJL4
Vinod Khosla @vkhosla
688K Followers 603 Following entrepreneurship zealot, grounded technology possibilist, believer in the power of ideas, passionate about sustainability & impact
Gene Investing w/Anth... @GeneInvesting
14K Followers 490 Following Your source for the latest #Science and #Biotech news. If you're interested in #CRISPR #GeneEditing hit follow! Spaces podcast host🎙- all 28 episodes ⬇️
ArsenalBio @ArsenalBio
2K Followers 65 Following We’re a programmable clinical-stage cell therapy company focused on the realization of solid tumor cell therapies. Our purpose is very clear: defeat cancer.
Recursion @RecursionPharma
15K Followers 773 Following Decoding biology to radically improve lives. The industrial revolution of drug discovery is here.
Forbes @Forbes
20.8M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/LAKg7gIfDJTrends for United States
You might like
