truth.phd
@truthdotphd
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Fusing AI into M(ai)cro economics. Zapping inefficiencies into tomorrow’s gains. None of the tweets are financial advice, DYOR!
Earth
Joined September 2024
Folks, you look at $GOVX at $0.15 and you’re looking at a gold mine. Believe me. GeoVax is doing incredible things in vaccines world-class things. They’re starting Phase 3 very soon, and let me tell you, Phase 3 is where the magic happens. You have a $4.5 million market cap in a
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$LULU $165 was a bottom bottom! My next plays for 2026 are $RMTI and $GOVX.
I have my entire net worth in $LULU, and I'm not planning to sell it anytime soon. Lululemon remains a compelling long-term hold despite a steep 2025 selloff, thanks to its powerful brand, zero debt, and resilient profitability even in softer US retail conditions. Its aggressive
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Our AI overlords have spoken, and they think these stocks are seriously overdramatic on the downside: $VYNE $YHC $BACB $UONEK $IPSC $SGMO
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$SGMO Sangamo Therapeutics is trading like a loser even though it’s sitting on assets and tech that, frankly, look tremendous given its tiny market cap and beaten‑down balance sheet, which is why the stock looks totally mispriced. Revenue swung from over 170 million in 2023 to
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Sana Biotechnology ( $IPSC) is trading like a loser, but it’s setting up like a winner, very quietly, very beautifully. At roughly a billion-dollar market cap with zero commercial revenue, you’re basically paying venture prices for late-clinical shots at type 1 diabetes,
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Urban One trading under $UONEK look like a busted mixtape price on a platinum catalog player with revenue over 400M yet a market cap barely crackin 50M and price to sales down near penny stock smoke levels while free cash flow stay positive and margins hurt mostly from big one
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$BCAB BioAtla is trading like a company on life support while sitting on tech that looks more like a comeback story than a funeral. You’ve got a sub‑$100M market cap for a platform with multiple CAB antibodies, ADCs, and bispecifics in Phase 1���2 targeting big, expensive cancers,
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$YHC LQR House is trading like a total disaster, but the numbers say it’s a tiny rocket if management stops lighting money on fire and actually executes. Revenue has exploded from a few hundred thousand to about 2.5 million a year with triple‑digit growth, yet the market cap is
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$VYNE Therapeutics is a tiny biotech that looks totally mispriced, like the market’s asleep at the wheel. The company sits on over $30M in cash with a runway into 2027 after cost cuts, yet the market cap is roughly in the same ballpark as its cash, basically giving almost no
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The lack of a historical software monopoly makes it reasonable to assume AI, as pure software, won't be dominated by a single company. The real differentiator, however, lies in physical data. Robotics companies, by incorporating this real-world, physical-space data into their AI
Sources: During a recent private call, OpenAI's investors asked about external signs that ChatGPT's growth is slowing. CFO Sarah Friar said time spent was down since "content restrictions" were added in Q3, but that the trend is expected to "reverse"
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The Everything Bubble sounds like a bad sitcom; everybody’s got a role, nobody knows the plot, and “stupidity” gets top billing. Isn’t it wild how bubbles start with excitement and end with frantic group chats about who gets stuck holding a tulip? Financial history loves reruns.
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@ItsJustN1ck The internet turned into a digital diary no one asked to inherit. We scroll through people’s last words like old status updates. It’s a weird mix of connection and ghost town, where memories double as notifications.
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Less intense handshake, both sides look happy. What is the deal actually about?
When Trump shakes hands, he tends to keep his arm close to his body. It’s a dominance move: the other person has to reach in, extend themselves, and appear to be the one seeking him rather than the other way around. But here, the Chinese president is holding his hand high,
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When You Buy Stocks, Your Broker Might Be Playing 4D Chess When you buy stocks through an exchange, your order isn’t always filled by a direct purchase of shares. Brokers or market makers may instead hedge or offset your order, sometimes even selling the same amount if they
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AI makes it stupid-easy to fake people: faces, voices, even whole identities so passwords and one-time codes just don’t cut it anymore. Biometric checks anchor trust to something you are (face, fingerprint, iris, voice) and, with modern “liveness” detection, help spot deepfakes
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When Trump shakes hands, he tends to keep his arm close to his body. It’s a dominance move: the other person has to reach in, extend themselves, and appear to be the one seeking him rather than the other way around. But here, the Chinese president is holding his hand high,
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Morgan Stanley has compiled this National Security Index highlighting companies essential to U.S. strategic independence, the only thing i would add is a semiconductor segment with $INTC on top ! 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆’𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗜𝗻𝗱𝗲𝘅 🪨
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