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The Few Bets That Matter
Well. Well. Well.
It took a bit less than a month, and gave me the time to grow my position to be more than significant.
$TMDX https://t.co/rcpRknAumI
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Well. Well. Well.
It took a bit less than a month, and gave me the time to grow my position to be more than significant.
$TMDX https://t.co/rcpRknAumI
$TMDX should & will trade above $150 sooner rather than later.
Only one metric matters: annual transplant cases. Management's target is 10,000 and should be reached before EOY28.
At ~$103k per case (FY23–24 avg), that’s $1.03B in revenue.
We have a 25%+ grower in an expanding healthcare niche, largely insulated from AI risk, CapEx cycles, tariffs and recession noise.
Peers in the same sector with comparable growth trade 7–10x sales.
Middle ground gives you $8.8B valuation, or ~$256/share once 10k cases are reached - within the next two years as per management once again.
This is based on measured growth target and peer valuation.
Even with a lower multiples due to expansion execution risks, $TMDX stock price remains muted today, mostly by a missfocus from analysts and an incomprehension from the market.
👇
https://t.co/FThbpSnXtX tweet
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App Economy Insights
$JPM JPMorganChase Q4 FY25.
• Net revenue +7% Y/Y to $45.8B ($0.5B beat).
• Net Income -7% Y/Y to $13.0B.
• Non-GAAP EPS: $5.23 ($0.37 beat).
• Asset & Wealth AUM +18% Y/Y to $4.8T.
• FY26 NII guide ~$95B (+3% Y/Y). https://t.co/YvRa9t6xKv
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$JPM JPMorganChase Q4 FY25.
• Net revenue +7% Y/Y to $45.8B ($0.5B beat).
• Net Income -7% Y/Y to $13.0B.
• Non-GAAP EPS: $5.23 ($0.37 beat).
• Asset & Wealth AUM +18% Y/Y to $4.8T.
• FY26 NII guide ~$95B (+3% Y/Y). https://t.co/YvRa9t6xKv
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memenodes
How she looks at you when you tell her that most of your portfolio is in gold, silver and copper https://t.co/qTe5gnkSYP
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How she looks at you when you tell her that most of your portfolio is in gold, silver and copper https://t.co/qTe5gnkSYP
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Brady Long
RT @bigaiguy: We are moving from “shipping” to “decisions.”
If you can articulate the logic, Atoms can build the business.
Huge shift wow.
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RT @bigaiguy: We are moving from “shipping” to “decisions.”
If you can articulate the logic, Atoms can build the business.
Huge shift wow.
Introducing Atoms: the first AI team that builds real businesses.
From research to build, launch, and scale, all autonomous.
Don’t Vibe Code. Vibe Business.
→ https://t.co/g0L4NRU7xE https://t.co/igplCnPrEQ tweet
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Brady Long
RT @BigHuman: 2026 prediction: everything becomes a prediction market.
Prediction markets went from "niche crypto experiment" to $27.9B in volume with CNN, Google, Trust Wallet.
The stack - decentralized oracles, onchain settlement, and stablecoin liquidity all become how we price truth itself.
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RT @BigHuman: 2026 prediction: everything becomes a prediction market.
Prediction markets went from "niche crypto experiment" to $27.9B in volume with CNN, Google, Trust Wallet.
The stack - decentralized oracles, onchain settlement, and stablecoin liquidity all become how we price truth itself.
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Dimitry Nakhla | Babylon Capital®
Today’s sell-off in $MA and $V brings both back to an interesting level 💳 https://t.co/PxdpKqp89h
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Today’s sell-off in $MA and $V brings both back to an interesting level 💳 https://t.co/PxdpKqp89h
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God of Prompt
AI is evolving fast.
Join our virtual conference to find out what's next.
Speakers: @PawelHuryn @salgar @andrewsthoughts & more.
Register for free👇
https://t.co/WKFlafbBOm
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AI is evolving fast.
Join our virtual conference to find out what's next.
Speakers: @PawelHuryn @salgar @andrewsthoughts & more.
Register for free👇
https://t.co/WKFlafbBOm
AI agents are dying. Prompting is evolving. MCP is rewriting the rules.
I'm moderating a panel at AI Skills'2026 to break down what's dead vs. what's next.
Jan 22. 3,000+ attendees. 4+ hours. Free.
Save your free seat: https://t.co/T3LxdWm0DL https://t.co/pb98xxBBUY tweet