$MSFT earnings should have embarrassed talking heads. Capex to increase. #AI trends compelling. #Azure growth increase and guide for Jun higher still. Takeaway is to listen to those in trenches not those in bleachers

Looking for $META to have a continuation rally after that call. Today rally seems understated given how strong earnings was

#AI impact on #Cloud growth rate and market share has begun. $AMZN disclosed AI annualized revenue reached "several billion". $MSFT Dec24 disclosed > $13b. No data from $GOOG yet. AI added 7 pts to Cloud growth per synergy

$VRTX $CRSP $NTLA $EDIT $SGMO $PFE $VERV - Vertex Abandons AAV as Gene Therapy Space Weathers Difficulties - biospace.com/business/verte…

Impressive adoption curve for #AI dominated by OpenAI

Bryan Zeitler Presidential Symposium LinkedIn Webinar on #Vimeo vimeo.com/1101423033?fe=… is a much watch for any $SGMO investor. Q&A includes CHARM reference.

Stat to remember as it pertains to this year improvement: Last year Caleb had to deal with 57 unblocked pressures which led to 13 unblocked sacks. Say what you will about him getting rid of the ball faster, but those numbers are ridiculously high

Congrats! Nice to see such great GT data

#CHDI is working with many approaches to treat Huntington's. 2 yrs ago their CSO highlighted $QURE AMT-130, $SGMO TAK-686 and $VYGR. Now that Takeda has jettisoned WAVE they will hopefully update status soon