Nice to see progress!!

“Advancing this program into Phase 2 marks an important milestone in our clinical development efforts. Based on encouraging safety and pharmacodynamic data in the Phase 1 dose escalation portion, along with evidence of high target engagement and a strong mechanistic foundation,

New $IREN Deep Dive Over the past couple of weeks I’ve been working on a new deep dive laying out why $IREN is one of the best picks for 2026. The report covers $IREN's near term catalysts, the company’s fundamental setup, and my newly updated $IREN price target. Spoiler: my

Carl Hansen announces ABCL386, a preclincial oncology program. Not yet filed for IND. $ABCL

Watch the Aurora Driver detect a vehicle merging from the frontage road and switch lanes early to give them a clear path. Predictive technology at work. ✨ 🚛

From security to traffic flow—InnovizSMART sees it all. 🌐 We’ve adapted our automotive-grade LiDAR for easy pole-mounting and PoE connectivity, bringing high-end 3D sensing to the modern #SmartCity. Watch to see it in action 👇 #LiDAR #Innoviz #3DMapping

I like the company, think it's positioning itself at a very interesting point. I'll share my thoughts soon :)

The above-expectations for CAPEX spending we saw yesterday from $MSFT and $META signal that we are far from a bubble, at least as of today. This is why I am bullish on $IREN. Energy is a constraint and firms need GPUs to plug. Exciting to see what this can be in the future...

I dont believe in coincidences ;)

With Bitcoin sentiment near cycle lows, optionality is often ignored. I’ve started reviewing ASST and put together an initial framework around SATA, BTC, and potential future paths Please, feel free to comment if you think I missed something :) open.substack.com/pub/eaapartner…

$ASST Even more intereseting…

Very interesting post for $IREN!! From what I am seeing, despite enthusiasm, number 1 is unlikely, and we will probably see numbers 2 & 3. Is it bad? No. Will the market take it as bad? Yes. Am I worried? Definitely no!. Only here for the long-term!! We'll see :)

$INVZ Hopefully we'll see some commercial updates!!

Today, we celebrated the inauguration of our Eagle Line, a critical step in bringing our solid-state battery tech to market. Eagle Line is the blueprint for scalable production of QS batteries and represents a major step forward in commercialization. businesswire.com/news/home/2026…

$IREN As I said yesterday, new site👀👀

Another quarterly update completed for $IREN. We published our Q2 update earlier today, and interest was strong enough to briefly overwhelm the site at release. If you missed the deck, it’s available here: 👉 iren.gcs-web.com/static-files/0… The past few months have seen continued

$IREN Insane overreaction yesterday. Exciting to see the new 1.6 GW site in Oklahoma. We've seen it everywhere in this earnings season. Power is one of the biggest constraints, if not the biggest. Securing new sites is a must. Deals will come, but in the meantime, dont panic

Great news!!

AbCellera will be presenting at the following conferences: •TD Cowen 46th Annual Health Care Conference, March 4, 2026 •KeyBanc Capital Markets Healthcare Forum, March 17, 2026 •Bloom Burton & Co. Healthcare Investor Conference, April 21-22, 2026

It’s been a little over a year since I wrote my first article on AbCellera. Here’s an update of what I’m looking at for the rest of ’26 and beyond: A development over the past year has been the company’s shift towards prioritizing in-house molecules. They successfully moved