Jay Dilks
@DilksJay
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I hope something good happens to you today. Veteran US Army. Public and Private Investor.
Western Pennsylvania, USA
Joined August 2014
Best Bowl if you aren’t in the playoffs. Genius marketing.
BREAKING: We’re getting six (!) edible mascots at this year’s @PopTartsBowl! - six edible mascots, three on Team Sprinkles and three on Team Swirls - fans get to vote on which mascot team to sacrifice to Mouth Heaven at game’s end, the biggest edible mascot sacrifice EVER
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If you are a $DNA and $LLY investor, both of these things are worth watching. Not enough attention is on what @Ginkgo can do with Anaerobic Automation, in particular. Anything in the Gut for Therapeutics must be tested. Ginkgo really has nailed this. Not just for GLP-1s but also
Watch Dave Ricks on Stripe podcast if you haven’t ! One part bothered me so I made a video tour at @ginkgo 🤖😄 lab robots are the way to keep biotech in the US v China. We have to lean in or we lose the industry.
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The VULNERABLE basket is not what you think it will be. Utilities, Coal, Uranium stocks. If you missed them on the way up, miss them on the way down. This list will be passed around to SHORT.
Goldman Sachs "High Profit" and "Vulnerable" AI Basket Components.
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I would expect an acceleration in any company that deals with Gut Peptides or as an “Arms Dealer” in Anaerobic testing equipment for Labs.
The era of the GLP-1 family of drugs is still in the early days. These gut peptides talk to the brain and immune system and there are so many more in development, in combination, in pills, to come.
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More and more serious investors are kicking the tires and buying Biotech. $NTRA was a SPAC in 2015. $DNA was a SPAC in 2021. Maybe Ginkgo Bioworks is at a “Fair Value” today, will keep building a sustainable business model and become a darling like Natera is in Stan
🚨 The GOAT Stan Druckenmiller just rewired his portfolio. This isn’t a cosmetic rebalance. He’s pushing size into three big themes: High growth biotech AI compute + power infrastructure Emerging market consumer/internet Here’s what he actually added and why it matters 🧵
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Hey @jrkelly : Let “Big Tech” have a big bite of these shares. Great timing to do it with @Google . Again, this is NOT dilution.
For @Ginkgo shareholders $DNA. Looks like they updated a shelf offering they filed in 2022. These are $500 Million in existing shares, preferred shares and Warrants. This is not dilution. It’s an amendment from 2022. Sort of explains Vanguard and BlackRock new ownership because
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Solid thread on Buyers and Sellers of stocks for their portfolios.
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios Here's what their portfolios looked like as of the end of Q3 (A thread🧵⬇️) Warren Buffett 🐐 and Berkshire Hathaway:
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For $DNA shareholders, a partner of theirs has recently updated their pipeline. Worth looking into. Big Pharma scooping up both would be interesting but I believe Jason Kelly would rather be Big Tech than Big Pharma.
antheia.bio
Our product pipeline focuses on KSMs and APIs for medicines deemed essential by the US FDA and WHO, and covers a wide variety of therapeutic areas
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Hey, Elon is getting back to being Elon. I like this version more. $TSLA
Elon Musk breaks down climate change in the simplest way possible: Forget the extremes — not “climate change is fake” and not “Earth sinks in 5 years.” We’re pumping billions of tons of carbon from underground into the atmosphere. Obviously that will change the planet. The only
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I Love America ! Anything can be accomplished and this accelerates it. Coke needs Pepsi and @SpaceX needs @blueorigin .
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$IBIT is getting into that range where you “might” be able to double your money in 3-6 months. $51 to $102 by spring is plausible. Not sure it gets to $51. Nibble time if you’ve been on the sidelines. Rebound will be violent.
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My Interest in Ginkgo Bioworks @Ginkgo largely has a lot to do with the future response that the USA and her Allies do with Biosecurity. As a nerd of ETF ideas, Biosecurity will be just as, if not MORE than Cybersecurity. Biosecurity is National Security. There will be ETFs
In the era of massively expanding biological threats we need a CDC that resets and returns to its foundation as a warfighting organization against infectious disease - I write about this in @FirstBreakfast_
https://t.co/lCFcumIfLn
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Me, building a fortress position for the future with $SCHD Schwab US Dividend Equity and $BRK.B Berkshire Hathaway. I don’t care about negativity or optics. Berkshire is fully built, SCHD is still building.
A farmer watching the Irish Open surrounded by his cows. When people talk about being effortlessly cool, this is who they're talking about. https://t.co/VEw4UJZPvA
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Almost everyone I know has become a better version of themselves in the second half of their life vs. the first half. It’s almost a requirement to keep living. It’s never about the money that makes them better.
Warren Buffett drops some wisdom in his farewell letter to shareholders.
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This is where @Starlink @SpaceX really has, Game, Set, Match vs. Cable Companies. This is at 500 MPH in an Aluminum Tube with 200 people on the “Router”. I have extremely fast Broadband at home for the download but it’s the UPLOAD that beats Cable Companies. I drive through a
Okay. @Starlink is the best upgrade to airline travel in my lifetime. Absolute sorcery in the skies.
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