Alright, I feel like it’s time for THE question: What’s your favorite biotech long for the rest of 2025 and beyond? Preferably one with clinical proof of concept, but I’m sure some more spec names will have a great year as well)

People are going to chase this headline hard come Sunday night and into Monday. Equities are likely to rip higher, and the vol sellers will come out in full force. But then the cold reality will set in—this isn’t the same market regime. The reflexive bid that used to drive

This theme isn’t going anywhere

Rose, Rory, Aberg. America taking L’s on all fronts

Kodiak / Ares Acquisition $AACT deal overview AI-powered autonomous vehicle technology $2.6 billion enterprise value $100 million PIPE PR: sec.gov/Archives/edgar… IR deck: sec.gov/Archives/edgar…

25 strike $VIX calls for Wednesday look attractive here at $4.5

$OVHFF reports earnings on Thursday. Will get some good insight into the euro tech alternative demand

Breaking: Japan is playing hard ball: Japan seeks full removal of US tariffs ahead of trade talks - Reuters Japanese Prime Minister Shigeru Ishiba said his country does not plan to make big concessions and won't rush to reach a deal in upcoming tariff negotiations with U.S.

So the US has smacked 145% tariffs and banned the AI compliant $NVDA chips. China has smacked huge tariffs on the US and banned rare earths. There’s really only two escalations from here IMO: 1. China bans $AAPL, $TSLA, Pharma exports 2. China invades Taiwan-not happening

$X Next inside trade or just speculators?

When do we get the $GLD spillover into $PPLT and $SLV?

It’s probably fair to expect massive capitulation soon from the administration

“Tariff’s & Protectionism are, by definition, a Liberal leftist policy”

$UUUU Big imo

Can we just let our companies cook for once? We haven’t had lax anti trust enforcement since Obama, and more so since Bush. Judge finds Google holds illegal online ad tech monopolies cnbc.com/2025/04/17/jud…

LLMs have made international investing exponentially more easy as any news articles can be easily translated

I don’t get it, Warsh was a huge hawk. More so than Powell Unless he bent the knee I guess

👀

$CEE

$OVHFF