“My parents died years ago. I was very close to them. I still miss them terribly. I know I always will. I long to believe that their essence, their personalities, what I loved so much about them, are - really and truly - still in existence somewhere. I wouldn't ask very much,

Another angle: Thru 2031, % revs to be replaced by each company: $REGN: 68% (dupi & Eylea) $BMY: 54% (incl Eliquis split) $PFE: ~30% (w/Eliquis) **all LOEs by 2028 $MRK: 28% (pembro alone) $JNJ: 17% $AZN: 14% $ABBV: 7% $GSK: 23% (surprise to me) $AMGN: 30% Tough roads ahead

I am in a simulation: I'm watching an @GothamChess recap of Hikaru while checking the latest $ABVX hype and this pops up. We are on the funniest timeline.

Shorting is not easy, but where else can you immediately recognize something is a zero without even opening a financial statement?

> Be an American > DoorDash 81G of protein in a single meal > Pay with Klarna > Weigh 210lbs > Be 5'8 > Believe that you need more protein to stay healthy > Go home and sit on couch > Repeat for afternoon snack

https://t.co/GAODhNN3Ce

"(Pfizer) Executives also signaled that the company’s biggest external spending to counteract its falling revenue has already been done." $PFE is going to counter coming LOE cliffs with $SGEN and $MTSR....

I’m picturing the Pope being done with…his Pope stuff, taking off his Pope hat, turning on the Bears and screaming at Caleb Williams in Latin while aggressively sipping an Old Style he has flown in under the radar. Just a bro being a dude, except he is the Pope.

https://t.co/hNTFNeU6UI

https://t.co/6YExteZQEP

Someone charter a jet from Indianapolis to Paris ASAP we need another stock price bump $ABVX $LLY

This is what they're contemplating a federal bailout of? OAI has a bad podcast, Google cont. developing 10yr old TPUs & now OAI goes "code red" to save the company? This is the leader of the AI race? This is vital to American national security? This is slop just now with ads

@fleetingbits these just my intuitions but fwiw: - on the micro level, he just seem adrift in a sea of possibility and not the kind of person that you want in charge of a multibillion $ research program. i didn't get a sense that he was getting anywhere, or at least anywhere particularly

An amazing run for Washington soccer. Sports are amazing. F*ck Cancer. We need to do more.

Sheeeeeeeee-it! Now I understand why we don't have full self-driving yet.

$PFE spending effectively $10B annually on dividends with the coming patent cliffs is patently (yes I said that) absurd The entire $MTSR deal would be paid for with 2025's saved dividends & Bourla could spend the extra $10B on another co he should have only paid $3-5B for

Ilya interview w/ Dwarkesh is insightful & incredibly timely given the current discussion of GPU/TPUs, overall AI market strategy and potential overbuilding New methods of AI research are needed, scaling compute isn't going to crack the code alone and we have so far to go

New Rule: Jameis Winston’s next contract is with ALL 32 NFL Teams and whenever a starter is out he gets to fill in. Dude is absolutely must watch TV.

Couldn’t agree more. Brilliant article by @profplum99

Can Jensen redo the earnings call and we try this again?