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WealthyReadings
RT @WealthyReadings: 🔥Hot take: $DUOL is the next $NFLX.
Yet, you shouldn't buy it right now.
I don't. And I explain you why 👇
https://t.co/IqtMqADQqt
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RT @WealthyReadings: 🔥Hot take: $DUOL is the next $NFLX.
Yet, you shouldn't buy it right now.
I don't. And I explain you why 👇
https://t.co/IqtMqADQqt
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WealthyReadings
RT @WealthyReadings: $TMDX is one of the most interesting growth names in the med-tech sector, and one of the most interesting stocks in the entire market right now.
Here’s why 👇
🔷 The only company providing an end-to-end transplant system in the U.S., from organ recovery to transportation to transplant surgery.
🔷 Leader in organ-preservation technology with growing demand and innovative solutions.
🔷 Rising adoption of their technologies and services.
🔷 Upgrading both lung and heart platforms in FY26, with expansion into kidneys by 2028.
🔷 International expansion coming in Europe in 2026 and more regions after.
🔷 Hospitals tend to rely on specific technologies for decades once integrated into their workflow.
🔷 Revenue growth has been consistent, with multiple levers to sustain it for years.
🔷 Margins are expanding.
🔷 Valuation remains well below comparable med-tech innovators.
The bear case?
🔷 Regulations and social security systems can slow progress - innovation & expansion.
🔷 Reputation is critical in this sector and can be impacted by internal or external events.
You'll find more details in the full breakdown below, but one conclusion stands: $TMDX is one of the most innovative and transformative companies in med-tech, offering a service and product no one else does.
Question is, how long before the market finally prices in the growth story and the importance of their service and hardware in the future of transplants?
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RT @WealthyReadings: $TMDX is one of the most interesting growth names in the med-tech sector, and one of the most interesting stocks in the entire market right now.
Here’s why 👇
🔷 The only company providing an end-to-end transplant system in the U.S., from organ recovery to transportation to transplant surgery.
🔷 Leader in organ-preservation technology with growing demand and innovative solutions.
🔷 Rising adoption of their technologies and services.
🔷 Upgrading both lung and heart platforms in FY26, with expansion into kidneys by 2028.
🔷 International expansion coming in Europe in 2026 and more regions after.
🔷 Hospitals tend to rely on specific technologies for decades once integrated into their workflow.
🔷 Revenue growth has been consistent, with multiple levers to sustain it for years.
🔷 Margins are expanding.
🔷 Valuation remains well below comparable med-tech innovators.
The bear case?
🔷 Regulations and social security systems can slow progress - innovation & expansion.
🔷 Reputation is critical in this sector and can be impacted by internal or external events.
You'll find more details in the full breakdown below, but one conclusion stands: $TMDX is one of the most innovative and transformative companies in med-tech, offering a service and product no one else does.
Question is, how long before the market finally prices in the growth story and the importance of their service and hardware in the future of transplants?
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AkhenOsiris
Anthropic:
The new model, Claude Opus 4.5, scored higher on Anthropic's most challenging internal engineering assessment than any human job candidate in the company's history, according to materials reviewed by VentureBeat.
At the highest effort level, Opus 4.5 exceeds Sonnet 4.5 performance by 4.3 percentage points while still using 48% fewer tokens.
Enterprise customers provided early validation of the efficiency claims. "Opus 4.5 beats Sonnet 4.5 and competition on our internal benchmarks, using fewer tokens to solve the same problems," said Michele Catasta, president of Replit, a cloud-based coding platform, in a statement sent to VentureBeat. "At scale, that efficiency compounds."
GitHub's chief product officer, Mario Rodriguez, said early testing shows Opus 4.5 "surpasses internal coding benchmarks while cutting token usage in half, and is especially well-suited for tasks like code migration and code refactoring."
Fundamental Research Labs, a financial modeling firm, reported that "accuracy on our internal evals improved 20%, efficiency rose 15%, and complex tasks that once seemed out of reach became achievable," according to co-founder Nico Christie.
The pricing reduction for Opus 4.5 could pressure margins while potentially expanding the addressable market. "I'm expecting to see a lot of startups start to incorporate this into their products much more and feature it prominently," Albert said.
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Anthropic:
The new model, Claude Opus 4.5, scored higher on Anthropic's most challenging internal engineering assessment than any human job candidate in the company's history, according to materials reviewed by VentureBeat.
At the highest effort level, Opus 4.5 exceeds Sonnet 4.5 performance by 4.3 percentage points while still using 48% fewer tokens.
Enterprise customers provided early validation of the efficiency claims. "Opus 4.5 beats Sonnet 4.5 and competition on our internal benchmarks, using fewer tokens to solve the same problems," said Michele Catasta, president of Replit, a cloud-based coding platform, in a statement sent to VentureBeat. "At scale, that efficiency compounds."
GitHub's chief product officer, Mario Rodriguez, said early testing shows Opus 4.5 "surpasses internal coding benchmarks while cutting token usage in half, and is especially well-suited for tasks like code migration and code refactoring."
Fundamental Research Labs, a financial modeling firm, reported that "accuracy on our internal evals improved 20%, efficiency rose 15%, and complex tasks that once seemed out of reach became achievable," according to co-founder Nico Christie.
The pricing reduction for Opus 4.5 could pressure margins while potentially expanding the addressable market. "I'm expecting to see a lot of startups start to incorporate this into their products much more and feature it prominently," Albert said.
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AkhenOsiris
OpenAI, ChatGPT:
Reality check: The model can still get details wrong, including pricing and availability, OpenAI warns.
Axios used the new tool to find the best price on a pair of Ugg slippers. We found a price with a URL for $110. ChatGPT was unable to checkout through the app and when we went to the website, the lowest price was $150.
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OpenAI, ChatGPT:
Reality check: The model can still get details wrong, including pricing and availability, OpenAI warns.
Axios used the new tool to find the best price on a pair of Ugg slippers. We found a price with a URL for $110. ChatGPT was unable to checkout through the app and when we went to the website, the lowest price was $150.
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AkhenOsiris
$AMZN
Energy headline for new DC in Indiana:
Amazon’s energy strategy is part of our customer obsession, and that includes the communities where we operate. That’s why Amazon and NIPSCO have established a first-of its kind framework specifically developed with local residents and small businesses in mind, to power Amazon data centers—helping to bring more connectivity, faster speeds, and innovative AI tools locally and across the U.S.—while delivering substantial benefits to existing customers. Through its newly created subsidiary, NIPSCO Generation LLC (GenCo), Amazon will pay fees to use existing power lines and cover the costs for any new power plants, power lines, or equipment needed to serve the data center project—without additional cost to local residents and businesses. This is just one way Amazon is structuring new energy deals to ensure communities aren't impacted.
“This agreement structure with Amazon represents approximately $1 billion in cost savings over 15 years to our existing NIPSCO electric customers while strengthening our regional grid and economic future,” said Vince Parisi, NIPSCO president and chief operating officer. “By structuring this agreement thoughtfully, we're ensuring our current customers are protected, without increasing their rates, while we expand our capacity to meet growing demands. This project isn't just about powering data centers, it's about powering possibilities for our communities through thousands of new jobs, an expanded tax base, and building a skilled workforce in Northern Indiana for long-term growth and prosperity.”
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$AMZN
Energy headline for new DC in Indiana:
Amazon’s energy strategy is part of our customer obsession, and that includes the communities where we operate. That’s why Amazon and NIPSCO have established a first-of its kind framework specifically developed with local residents and small businesses in mind, to power Amazon data centers—helping to bring more connectivity, faster speeds, and innovative AI tools locally and across the U.S.—while delivering substantial benefits to existing customers. Through its newly created subsidiary, NIPSCO Generation LLC (GenCo), Amazon will pay fees to use existing power lines and cover the costs for any new power plants, power lines, or equipment needed to serve the data center project—without additional cost to local residents and businesses. This is just one way Amazon is structuring new energy deals to ensure communities aren't impacted.
“This agreement structure with Amazon represents approximately $1 billion in cost savings over 15 years to our existing NIPSCO electric customers while strengthening our regional grid and economic future,” said Vince Parisi, NIPSCO president and chief operating officer. “By structuring this agreement thoughtfully, we're ensuring our current customers are protected, without increasing their rates, while we expand our capacity to meet growing demands. This project isn't just about powering data centers, it's about powering possibilities for our communities through thousands of new jobs, an expanded tax base, and building a skilled workforce in Northern Indiana for long-term growth and prosperity.”
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AkhenOsiris
$GENI
From earlier this morning:
Citizens reiterated Outperform, $15 target.
The firm expects the upcoming investor day to focus on EBITDA margin progression from the current 20-30% range, free cash flow metrics, and the trajectory of the media business. Citizens noted that Genius Sports’ fundamental thesis has remained largely consistent since its previous investor day in early 2022.
They highlighted that major operators like DraftKings and FanDuel, which control approximately 70% of the sports betting market share, are increasingly focused on driving higher in-play betting mix. In-play handle currently represents about half of their respective businesses.
Citizens projects that 2026 could mark a meaningful inflection point for in-play betting, potentially shifting Genius Sports toward a more lucrative take-rate model as the industry evolves beyond its current focus on pre-game parlays.
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$GENI
From earlier this morning:
Citizens reiterated Outperform, $15 target.
The firm expects the upcoming investor day to focus on EBITDA margin progression from the current 20-30% range, free cash flow metrics, and the trajectory of the media business. Citizens noted that Genius Sports’ fundamental thesis has remained largely consistent since its previous investor day in early 2022.
They highlighted that major operators like DraftKings and FanDuel, which control approximately 70% of the sports betting market share, are increasingly focused on driving higher in-play betting mix. In-play handle currently represents about half of their respective businesses.
Citizens projects that 2026 could mark a meaningful inflection point for in-play betting, potentially shifting Genius Sports toward a more lucrative take-rate model as the industry evolves beyond its current focus on pre-game parlays.
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Dimitry Nakhla | Babylon Capital®
RT @StockMKTNewz: Meta Platforms $META is reportedly considering using Google $GOOGL's TPUs in their data centers - The Information https://t.co/qi490TyAnb
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RT @StockMKTNewz: Meta Platforms $META is reportedly considering using Google $GOOGL's TPUs in their data centers - The Information https://t.co/qi490TyAnb
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EndGame Macro
China’s Long Glide into Slowdown And The Real Story Behind the Red Line
When you step back and look at this chart, you’re basically watching China’s entire post 2008 playbook drawn as a single line. The red curve tells the story better than any policy memo ever could. China leaned on credit harder and longer than any major economy, and it worked for a while. The early stimulus built things the country actually needed like rails, roads, airports, basic infrastructure. Growth exploded, and the world looked at China like it had discovered a cheat code.
But every credit cycle eventually hits diminishing returns, and you can see that happening in real time. By the mid 2010s, Beijing knew the system was getting unstable and tried a deleveraging moment. It didn’t last because growth softened and political tolerance for pain is low. So they went back to the old model, but this time the output wasn’t 10% growth, it was a property bubble, stressed local governments, and a financial system stretched across layers of shadow lending.
What really changes the tone is 2022. That’s the moment China’s total non financial debt surpasses U.S. and EU levels, even though the country is still dramatically poorer per capita. That’s the profile of a system that has already spent tomorrow’s growth to pay for yesterday’s. And now, with property cracking and domestic demand weakening, they’re leaning again on targeted stimulus to prevent a disorderly unwind. It’s no longer about creating the future; it’s about maintaining the balance sheet.
The Push Abroad, And What It Really Means
The other half of the story is this idea that China is trying to export its way out of deflation. You can see why they’d try. Domestic consumption is soft. Real estate isn’t coming back in any meaningful way. Factories have excess capacity. So they’re pushing goods outward like EV’s, solar panels, machinery hoping global markets can absorb what the domestic economy can’t.
But that strategy carries its own risks. It puts China on a collision course with the U.S. and Europe, both of which have become far more protective of their own industries. And even if China can sell more abroad, it doesn’t fix the fundamental issue that households at home aren’t spending, developers are underwater, and local governments are suffocating under years of accumulated liabilities. The chart is blunt: the more they push, the more the debt burden grows, and the harder it becomes to generate genuine, organic growth from within.
In my opinion, China is already slipping into a long, slow chapter that looks less like its 2000s boom and more like Japan’s post bubble era, just compressed into a tighter, more politically managed timeframe. Not a dramatic collapse, but a stretched out stagnation marked by endless interventions, declining returns on stimulus, and a system that never fully resets. And that means the world should probably stop waiting for the next China boom. That era is over. What’s coming next is an economy trying to keep the machine running without the engine that once powered it.
tweet
China’s Long Glide into Slowdown And The Real Story Behind the Red Line
When you step back and look at this chart, you’re basically watching China’s entire post 2008 playbook drawn as a single line. The red curve tells the story better than any policy memo ever could. China leaned on credit harder and longer than any major economy, and it worked for a while. The early stimulus built things the country actually needed like rails, roads, airports, basic infrastructure. Growth exploded, and the world looked at China like it had discovered a cheat code.
But every credit cycle eventually hits diminishing returns, and you can see that happening in real time. By the mid 2010s, Beijing knew the system was getting unstable and tried a deleveraging moment. It didn’t last because growth softened and political tolerance for pain is low. So they went back to the old model, but this time the output wasn’t 10% growth, it was a property bubble, stressed local governments, and a financial system stretched across layers of shadow lending.
What really changes the tone is 2022. That’s the moment China’s total non financial debt surpasses U.S. and EU levels, even though the country is still dramatically poorer per capita. That’s the profile of a system that has already spent tomorrow’s growth to pay for yesterday’s. And now, with property cracking and domestic demand weakening, they’re leaning again on targeted stimulus to prevent a disorderly unwind. It’s no longer about creating the future; it’s about maintaining the balance sheet.
The Push Abroad, And What It Really Means
The other half of the story is this idea that China is trying to export its way out of deflation. You can see why they’d try. Domestic consumption is soft. Real estate isn’t coming back in any meaningful way. Factories have excess capacity. So they’re pushing goods outward like EV’s, solar panels, machinery hoping global markets can absorb what the domestic economy can’t.
But that strategy carries its own risks. It puts China on a collision course with the U.S. and Europe, both of which have become far more protective of their own industries. And even if China can sell more abroad, it doesn’t fix the fundamental issue that households at home aren’t spending, developers are underwater, and local governments are suffocating under years of accumulated liabilities. The chart is blunt: the more they push, the more the debt burden grows, and the harder it becomes to generate genuine, organic growth from within.
In my opinion, China is already slipping into a long, slow chapter that looks less like its 2000s boom and more like Japan’s post bubble era, just compressed into a tighter, more politically managed timeframe. Not a dramatic collapse, but a stretched out stagnation marked by endless interventions, declining returns on stimulus, and a system that never fully resets. And that means the world should probably stop waiting for the next China boom. That era is over. What’s coming next is an economy trying to keep the machine running without the engine that once powered it.
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Quiver Quantitative
Nancy Pelosi made $3.5M in the stock market today, per our estimates.
We estimate that she is now worth $278M. https://t.co/lSrmqK69Qt
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Nancy Pelosi made $3.5M in the stock market today, per our estimates.
We estimate that she is now worth $278M. https://t.co/lSrmqK69Qt
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EndGame Macro
White House Launches the Genesis Mission: America’s New National AI Backbone
If you strip away the branding, Genesis is the U.S. government building a national AI backbone inside the Department of Energy and then inviting the biggest private sector AI players to plug into it. The executive order makes the DOE responsible for building a unified platform that connects national lab supercomputers, cloud AI environments, decades of federal datasets, and automated AI directed laboratories. The purpose is spelled out directly in Section 1: scientific acceleration, national security strength, energy dominance, and technological leadership.
The order goes further than earlier AI initiatives. It doesn’t just talk about safety or innovation, it directs DOE to inventory every compute resource available, including those through industry partners, within 90 days, and stand up an operational capability within 270 days. It also requires top tier data access frameworks, model sharing agreements, intellectual property rules, and strict vetting systems for anyone allowed onto the platform.
DOE’s 17 national labs will open their massive scientific datasets and instruments to approved researchers; AI will be used to accelerate simulations by orders of magnitude; and the platform will run across both government supercomputers and private hyperscalers. Companies like Nvidia, Oracle, Dell, AMD, and Hewlett Packard Enterprise are already named as likely infrastructure partners.
Layer in the earlier White House AI commitments where Amazon, Google, Microsoft, Meta, OpenAI, Anthropic, Inflection, Adobe, IBM, Nvidia, Palantir, Salesforce, Cohere, Scale AI, Stability all agreed to safety testing, watermarking, and security protocols and you see the roster of firms whose models and tools are expected to align with Genesis by design.
Put together, you have a tight, government aligned AI ecosystem spanning chips, compute, cloud, models, data, and safety rules.
What This Will Actually Do
My read is that Genesis serves two goals at once. On the surface, it’s about scientific speed, letting AI search vast design spaces, automate experiments, and explore energy, biotech, materials, and semiconductor breakthroughs faster than human run labs ever could. The executive order explicitly compares it to the Manhattan Project and promises “dramatic acceleration” in discovery.
But underneath, it centralizes the AI stack. Instead of letting the highest end compute and model capabilities drift entirely into the private sector, Genesis pulls them back into a structured federal environment. Access becomes conditional: follow the safety rules, share the data, integrate into the platform and you get to operate at the frontier. Don’t, and you’re on the outside looking in.
It also creates a controlled pipeline for national security use cases in public research data, proprietary data for things like semiconductor R&D, and a classified bucket for defense relevant datasets. That segmentation is deliberate.
And at a geopolitical level, it’s a response to China. The EO makes it explicit: this is about maintaining global technological dominance.
My View
Genesis is the beginning of a nationalized AI infrastructure strategy. It will function as the bridge between government compute and private sector models, letting Washington influence which companies sit closest to the frontier and which capabilities get priority. It will speed up real scientific breakthroughs, but it will also quietly define the rules of the AI race on who participates, who gets access, and how the most powerful systems are directed.
It’s not just an acceleration plan. It’s the architecture of AI power in the U.S. for the next decade.
tweet
White House Launches the Genesis Mission: America’s New National AI Backbone
If you strip away the branding, Genesis is the U.S. government building a national AI backbone inside the Department of Energy and then inviting the biggest private sector AI players to plug into it. The executive order makes the DOE responsible for building a unified platform that connects national lab supercomputers, cloud AI environments, decades of federal datasets, and automated AI directed laboratories. The purpose is spelled out directly in Section 1: scientific acceleration, national security strength, energy dominance, and technological leadership.
The order goes further than earlier AI initiatives. It doesn’t just talk about safety or innovation, it directs DOE to inventory every compute resource available, including those through industry partners, within 90 days, and stand up an operational capability within 270 days. It also requires top tier data access frameworks, model sharing agreements, intellectual property rules, and strict vetting systems for anyone allowed onto the platform.
DOE’s 17 national labs will open their massive scientific datasets and instruments to approved researchers; AI will be used to accelerate simulations by orders of magnitude; and the platform will run across both government supercomputers and private hyperscalers. Companies like Nvidia, Oracle, Dell, AMD, and Hewlett Packard Enterprise are already named as likely infrastructure partners.
Layer in the earlier White House AI commitments where Amazon, Google, Microsoft, Meta, OpenAI, Anthropic, Inflection, Adobe, IBM, Nvidia, Palantir, Salesforce, Cohere, Scale AI, Stability all agreed to safety testing, watermarking, and security protocols and you see the roster of firms whose models and tools are expected to align with Genesis by design.
Put together, you have a tight, government aligned AI ecosystem spanning chips, compute, cloud, models, data, and safety rules.
What This Will Actually Do
My read is that Genesis serves two goals at once. On the surface, it’s about scientific speed, letting AI search vast design spaces, automate experiments, and explore energy, biotech, materials, and semiconductor breakthroughs faster than human run labs ever could. The executive order explicitly compares it to the Manhattan Project and promises “dramatic acceleration” in discovery.
But underneath, it centralizes the AI stack. Instead of letting the highest end compute and model capabilities drift entirely into the private sector, Genesis pulls them back into a structured federal environment. Access becomes conditional: follow the safety rules, share the data, integrate into the platform and you get to operate at the frontier. Don’t, and you’re on the outside looking in.
It also creates a controlled pipeline for national security use cases in public research data, proprietary data for things like semiconductor R&D, and a classified bucket for defense relevant datasets. That segmentation is deliberate.
And at a geopolitical level, it’s a response to China. The EO makes it explicit: this is about maintaining global technological dominance.
My View
Genesis is the beginning of a nationalized AI infrastructure strategy. It will function as the bridge between government compute and private sector models, letting Washington influence which companies sit closest to the frontier and which capabilities get priority. It will speed up real scientific breakthroughs, but it will also quietly define the rules of the AI race on who participates, who gets access, and how the most powerful systems are directed.
It’s not just an acceleration plan. It’s the architecture of AI power in the U.S. for the next decade.
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