Antonio Linares
Undersand $ABCL, "the $PLTR of biotech" in just 9 bullet points:
1. Antibody Arsenal: $ABCL is building a platform to create custom antibodies for any human ailment.
2. Protein Power: Antibodies are proteins that latch onto specific targets. This lets them neutralize viruses (like a vaccine) or even influence other bodily functions.
3. The LEGO Lock: Our bodies use proteins like LEGOs, with specific shapes fitting together. By creating custom proteins, $ABCL can target any process in the human body.
4. Virus Knockout: A great example: antibodies can block a virus's docking protein, stopping it from infecting cells.
5. Antibody Assembly Line: $ABCL puts B cells and antigens (target protein) into a small hole with liquids. When the B cell produces an antibody that matches the antigen, $ABCL screens it to obtain the genetic code of the antibody to enable mass manufacturing.
6. Beyond Viruses: While $ABCL initially focused on viruses, they're expanding. Acquisitions are building a platform for broader human body control.
7. Unlocking Potential: Recent acquisitions allow $ABCL to create antibodies that target previously unreachable areas and even control processes inside cells.
8. From Plumbing to Powerhouse: $ABCL is evolving from a simple antibody factory to a platform that can fine-tune intricate biological processes.
9. The $PLTR of Biotech: Like Palantir in data, $ABCL is building the infrastructure for next-generation biotech companies to do anything.
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Undersand $ABCL, "the $PLTR of biotech" in just 9 bullet points:
1. Antibody Arsenal: $ABCL is building a platform to create custom antibodies for any human ailment.
2. Protein Power: Antibodies are proteins that latch onto specific targets. This lets them neutralize viruses (like a vaccine) or even influence other bodily functions.
3. The LEGO Lock: Our bodies use proteins like LEGOs, with specific shapes fitting together. By creating custom proteins, $ABCL can target any process in the human body.
4. Virus Knockout: A great example: antibodies can block a virus's docking protein, stopping it from infecting cells.
5. Antibody Assembly Line: $ABCL puts B cells and antigens (target protein) into a small hole with liquids. When the B cell produces an antibody that matches the antigen, $ABCL screens it to obtain the genetic code of the antibody to enable mass manufacturing.
6. Beyond Viruses: While $ABCL initially focused on viruses, they're expanding. Acquisitions are building a platform for broader human body control.
7. Unlocking Potential: Recent acquisitions allow $ABCL to create antibodies that target previously unreachable areas and even control processes inside cells.
8. From Plumbing to Powerhouse: $ABCL is evolving from a simple antibody factory to a platform that can fine-tune intricate biological processes.
9. The $PLTR of Biotech: Like Palantir in data, $ABCL is building the infrastructure for next-generation biotech companies to do anything.
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Daniel
This is Stan Druckenmiller.
He is one of the best Hedgefund Managers of all time!
He achieved a 30% annual return for over 30 years.
Here are his 7 Investment Principles: https://t.co/Ozdxg9oeZJ
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This is Stan Druckenmiller.
He is one of the best Hedgefund Managers of all time!
He achieved a 30% annual return for over 30 years.
Here are his 7 Investment Principles: https://t.co/Ozdxg9oeZJ
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Antonio Linares
5 stocks positioned to conquer the world over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
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5 stocks positioned to conquer the world over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
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Offshore
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The Long Investor
RT @AJButton2: Alibaba's big buyback:
$BABA easily buys back more stock in Q1 than U.S. & Chinese comps did in their most recent quarters.
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RT @AJButton2: Alibaba's big buyback:
$BABA easily buys back more stock in Q1 than U.S. & Chinese comps did in their most recent quarters.
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Hidden Value Gems
A good reminder to know the boundaries of your emotions and passion especially in investing:
“The problem with emotion and passion is they tend to be black or white, with no room for the nuance required to understand most topics. You get a false sense of confidence, and one that’s disguised as absolute truth.”
h/t @morganhousel
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A good reminder to know the boundaries of your emotions and passion especially in investing:
“The problem with emotion and passion is they tend to be black or white, with no room for the nuance required to understand most topics. You get a false sense of confidence, and one that’s disguised as absolute truth.”
h/t @morganhousel
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Antonio Linares
5 stocks positioned to dominate over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
tweet
5 stocks positioned to dominate over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
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Offshore
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The Long Investor
$GOLD
Chart from November 19th 2023
and Today
Clean breakout. https://t.co/pi6FycKHiu
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$GOLD
Chart from November 19th 2023
and Today
Clean breakout. https://t.co/pi6FycKHiu
$GOLD let me very clear here:
Gold is preparing for the Fed pivot, the $2080 level has been tested 3 times over the last few years and when it breaks, this flies.
Prepare for the pivot.
You'll want to bookmark this. https://t.co/NdZPO27NFy tweet
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The Long Investor
China produces 1.7 Million Engineers each year
US produces 238,000
7 X more engineers in one year. https://t.co/5hXktvFyk9
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China produces 1.7 Million Engineers each year
US produces 238,000
7 X more engineers in one year. https://t.co/5hXktvFyk9
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Offshore
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The Long Investor
$SOFI is not ready to move to the upside just yet but if there is a break above $8.45...this could move quickly. https://t.co/OYutG0PFP1
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$SOFI is not ready to move to the upside just yet but if there is a break above $8.45...this could move quickly. https://t.co/OYutG0PFP1
$SOFI riding this storm in a Tea Cup. https://t.co/asKrarkJZ1 tweet