$NKTR We will get a lot more data/info than what is available in the PR, but what the PR shows is *very* good. Caveat emptor, these response retention rates are higher than Dupixent's...EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed

Sounds true to me. I have rarely felt busier or more productive than in the last 6 months... x.com/rohanpaul_ai/s…

The table below is something I built and have been using lately to reaffirm to myself that $NKTR’s current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA

Bought more $NKTR at open. Should’ve done it yesterday, but really don’t have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it, the thing for me is that this asset has been insanely undervalued for a long time,

Of all the changes that $LUV has made, this is the most powerful and positive for customers. Well done Southwest! x.com/SawyerMerritt/…

It is probably the first time in the history of humanity that Walmart trades at 45 times forward P/E while Amazon trades at 21 times. What is happening!

At this point, it’s logical to think that $VKTX could emerge as the number two player in injectables behind $LLY. It’s difficult to see how semaglutide or CagriSema could compete with VK2735. With Viking’s weight-loss pill also on the horizon, $VKTX future is bright.

Thought exercises are not predictions Working through left tail outcomes of automation is sensible Toy models miss non linearities in leveraged consumption based economies Base case is net welfare gain with disjointed but workable labor reallocation  Max humility is warranted

🚨 META’s head of AI safety and alignment gets her emails nuked by OpenClaw​​​​​​​​​​​​​​​​ >be director of AI Safety and Alignment at Meta >install OpenClaw >give it unrestricted access to personal emails >it starts nuking emails >“Do not do that” >*keeps going* >“Stop don’t

Could not have said it better myself... x.com/HajarnisMohit/…

A very bullish data point from Stripe. Alas, there is no public stock to buy. But it also bodes well for other companies providing the infrastructure for new businesses - like $AMZN. x.com/rohanpaul_ai/s…

$ZETA just knocked it out of the park with 4Q25 earnings. This is what an obvious AI winner looks like - increasing NRR and an earnings call full of mentions of customer momentum. Their business is a bit complex though - maybe this post helps to explain: x.com/ASchulz888/sta…

Loved walking Jon Fortt through Zeta’s Q4 and FY25 financial results and our large guidance raise for 2026. We talked all things Zeta , why Zeta is the Ai disruptor in the marketing world not the disruptee , and a lot more on the market and where we are headed. $zeta LG

There have been many Citrini rebuttals this week pointing out how his story is inconsistent with economics, history, human psychology, etc. But this is my favorite. Even if AI breaks all prior laws, we are simply too short "wafers and watts." x.com/GavinSBaker/st…

I suspect many airline customers, but especially most premium customers feel this way. Great job $UAL, $ALK and $LUV in selecting and rolling out Starlink. And good luck to all the other airlines who did not... x.com/Jackkk/status/…