IvanL @ASTSpacemob

As @AltimmuneInc $ALT approaches critical clinical milestones in its pemvidutide MASH program, three distinct strategic outcomes appear most plausible—each carrying different timelines, risk profiles, and long-term return potential. In the first scenario, Altimmune is acquired outright in a full buyout during Q3 or Q4 of 2025, shortly after the release of its 24-week Phase 2 topline data. This path would represent the fastest route to monetization, as large-cap pharmaceutical companies may move quickly to lock in access to a differentiated GLP-1/glucagon dual agonist ahead of broader competition. Given the limited de-risking relative to longer-term development milestones, such a deal would likely command a total valuation in the range of $4.5 to $5 billion, resulting in an estimated share price of $55 to $65. While attractive from a speed-to-exit perspective, this outcome would represent the lowest upside relative to Altimmune’s full clinical and pipeline potential. In the second scenario, Altimmune secures a strategic partnership following the release of its 48-week data later in 2025, likely including a substantial upfront payment and milestone structure with a global or regional pharma partner. This deal would serve to validate the asset while enabling Altimmune to continue building out its Phase 3 program. Subsequently, the partner—having gained confidence in pemvidutide’s efficacy, safety, and commercial opportunity—could acquire the company in a full buyout during 2026. This approach would allow for a deeper valuation reset, incorporating expanded indications (such as obesity, ALD, and AUD) and broader investor recognition of pemvidutide’s competitive positioning. Under this scenario, the total return could reach $7 to $9 billion, equating to a share price in the $85 to $100 range. While slower than scenario one, this staged acquisition model offers a much stronger return profile for long-term holders with lower relative risk. The third and most ambitious scenario sees Altimmune choosing to go it alone, raising capital from the market following major stock rallies driven by strong MASH data and broadening interest in GLP-1-based therapies. If the stock enters the $20 to $30 range post-data, Altimmune could efficiently finance its own Phase 3 program and retain full rights to pemvidutide and future pipeline expansion. Over a period of 24 to 36 months, this model could drive the company to a market cap of $10 to $15 billion, potentially resulting in a share price of $120 to $180, particularly if regulatory tailwinds (e.g., accelerated approval) materialize and additional indications demonstrate efficacy. While this scenario carries the greatest execution risk, it offers the highest potential upside—well in excess of 20x returns from current levels. Ultimately, Altimmune’s chosen path will depend on the strength of upcoming data, investor sentiment, capital market conditions, and strategic interest from Big Pharma. For shorter-term investors, scenario one offers clarity and immediacy. For strategic holders seeking upside with risk balance, scenario two appears optimal. And for those with the patience and conviction to weather longer development cycles, scenario three could be a once-in-a-decade biotech compounding story.

The market is nearly back at all-time highs, yet there are still great long-term opportunities. Here are my top 10 growth stock picks for the next decade: 🧵 1. $OSCR 5-Year Revenue CAGR: 67% Gross Margin: 20% Forward P/E: 42 Oscar is a direct-to-consumer health insurance company. They are tapping into the ACA marketplace and also expanding fast in small and medium-sized businesses. Their AI-based onboarding and claims processing allow them to have significantly lower costs than their competitors. As it further expands its employer offerings, the growth will further accelerate. It's currently trading at just 7 times projected 2027 earnings.

BREAKING 🚨: United States Treasury U.S. Treasury just bought back $10 Billion of its own debt, the largest Treasury buyback in history 👀

Tesla Dojo AI training computer making progress. We start bringing Dojo 2 online later this year. It takes three major iterations for a new technology to be great. Dojo 2 is good, but Dojo 3 will be great.

Tesla AI @Tesla_AI

a year ago

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最坏的情况出现了，原本想减仓乃至清仓的冲动被强压下来。理智战胜了感性。 也许Tsla 会跌破300乃至290，那又如何呢？一个月内必定会涨回来并达到400以上。 我的理由如下： 一、川普是知道Elon 份量的，Elon 全球有2亿粉丝，在年轻人中的号召力无人能及。川普巫蔑马斯克想要利益的说法让人失望。但是川普乃至整个共和党都无法承受失去Elon 的风险。否则，马斯克另组新党分票仓，共和党中期选举一定完蛋。形势比人强的时候，川普一向善变。中美贸易战、美欧贸易谈判都是川普一句话扭转形势。 二、两人不是与民主党那样的敌我矛盾。他们之间有很多共同的朋友甚至曾经互为家人。长期的革命友谊是最深刻的，那是背靠背相互支撑过来的友谊。这样的感情基础和千丝万缕的联系一定不会就此终结。更进一步，两人之间也不会长期僵持。 三、两个人都承受了巨大压力，马斯克仍保持着理智并传递着友善的信息，希望只是修改法案，减少赤字。而不是完全推翻。川普虽然嘴碎，但是毕竟年纪大了，至今也没有出恶言。 我推测：一个月内两人一定会握手言和。只有在那个时候，共和党才会真正在意马斯克。 @Tesla @elonmusk @realDonaldTrump x.com/elonmusk/statu…

Elon Musk @elonmusk

a year ago

@AutismCapital Such ingratitude

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$UMAC Not A Financial Advice ( Just for learning purpose ) Short-Term: News ✅ (Potential DoD Contracts) Next Catalyst: Q2✅ Sentiment 👍 Sector Momentum 👍 Price Target ✅ ($10-$20) Graph ✅ (Above 50d & 200d) Volume ✅ (7.91M) RSI ✅ (70.43) Price Dip/Breakout ✅ (Broke $6.58) Money Flow ✅ (CMF 0.18) Short Volume ✅ (14.86%) Short Interest ✅ (12%) Short Availability: ☑️ Options Direction ✅ (put/call:0.5 , Aug15 Strike 50+) Support: 6.58 Resistance: 7.67 Long-Term: More Insiders buying ✅ More Institutions buying ✅ 12 Mths Liquidity ☑️ (5M cash,current ratio 1.6) Short-Term Debt Level ✅ (debt-to-equity: 0.0) Cash Runway ✅ (15Mths) Dilution Risk ☑️ 12Mths Profitibility ✅ Differentiation ✅ Execution Risk ☑️ TAM ✅ Competitive Landscape ☑️ Policy/Regulatory Support ✅ Share float 👍 (17M) Management ✅ (Trump Jr.) Type of Counter: Speculative, High Risk High Return Risk Level: 8/10 Reward Potential: 8.5/10 Risk/Reward Ratio: Favorable for risk-tolerant investors. Patience : Needed Stop Lost : Needed Profit Taking: Not Needed

$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" • $CCJ uranium supply • $CEG carbon-free baseload • $VRT power + cooling systems • $OKLO micro-nuclear for edge compute • $NNE renewable grid expansion • $NVTS chip-level power efficiency x.com/StockMKTNewz/s…

@grok @C_C_G3 @stats_feed @grok who is him most likely

@Mferhideto @MrMikeInvesting @grok @grok still true ?

$IONQ doesn’t even make $100M a year and it’s worth… ~$12B.. $RGTI doesn’t even make $20M a year and it’s worth… ~$4B $QBTS doesn’t even make $25M a year and it’s worth ~$6B Bubble.

UPDATED FIBONACCI LEVELS TO WATCH FOR TOP GROWTH TECH STOCKS 1. $NVDA -- $128 2. $META -- $627 3. $PLTR -- $90 4. $IONQ -- $36 5. $SNOW -- $168 6. $AMZN -- $208 7. $CRWD -- $361 8. $RKLB -- $22 9. $HIMS -- $50 10. $NBIS -- $37 11. $BABA -- $119 12. $SOFI -- $14 13. $ASTS -- $16 14. $HOOD -- $47 15. $OKLO -- 39

Will BTC return to zero? Google quantum computing breakthrough: Only one million qubits are needed to crack RSA-2048!  Quantum Future 2025-05-23 19:14 Google quantum computing expert Craig Gidney announced in his latest research that by combining the latest technologies such as quantum error correction, magic state distillation and surface code optimization, the number of qubits required to crack the 2048-bit RSA encryption algorithm has been significantly reduced from 20 million to only 1 million. This progress not only marks a major improvement in quantum computing capabilities, but also provides a new timetable for the deployment of quantum-safe encryption systems, suggesting that vulnerable systems should be phased out by 2030 and completely banned after 2035. The security of RSA encryption is based on the mathematical difficulty of factoring large numbers, and the rapid development of quantum computing has put this foundation at risk. The famous Shor's algorithm can efficiently factor large integers, a task that traditional computers cannot complete in a reasonable time. With the advancement of quantum computers, 2048 to 4096-bit RSA keys can be cracked within a few hours, which will expose a large amount of historical data to security risks. There are still many challenges in building practical quantum computers, including improving the coherence time and error correction capabilities of quantum bits. The quantum circuit required to implement Shor's algorithm requires about 4096 quantum bits and about 10,000 gate operations, which places extremely high demands on hardware. Although there are currently no practical quantum computers that can run Shor's algorithm on a cryptographically relevant scale, researchers have begun to actively develop post-quantum cryptography standards to deal with future threats.

The brief development timeline for **The Metals Company (TMC)**, focusing on key milestones in 2025 related to its deep-sea mining operations for polymetallic nodules in the Clarion Clipperton Zone (CCZ). The timeline includes 2025 milestones with available or estimated contract values (though most are regulatory/operational, not direct contracts). The information is based on public reports and X posts up to May 25, 2025, at 10:55 AM +08. ### Brief Development Timeline for The Metals Company (TMC) in 2025 - **April 2025**: - **Milestone**: Following a U.S. executive order (April 24, 2025) to expedite deep-sea mining, TMC’s U.S. subsidiary (TMC USA LLC) applied for a commercial recovery permit (25,160 km²) and two exploration licenses (199,895 km²) under the U.S. Deep Seabed Hard Mineral Resources Act, covering 1.63 billion wet tonnes of nodules in the CCZ. This accelerated the timeline from a planned June 2025 ISA application. - **Contract Value**: Not applicable (regulatory permits, not commercial contracts). Estimated resource value in billions based on 1.63 billion tonnes of nodules (nickel, cobalt, copper, manganese), but no specific 2025 revenue. - **Q3 2025 (Expected)**: - **Milestone**: ISA to review NORI-D exploitation application (if submitted), with approval process estimated at 344 days, targeting commercial nodule collection in mid-2026. - **Contract Value**: Not applicable (regulatory milestone). Potential future revenue tied to production (e.g., 1.3 million wet tonnes annually with PAMCO MoU, valued at ~$1–$2 billion based on metal prices, but not realized in 2025). - **Ongoing 2025**: - **Milestone**: Continued environmental studies (22 offshore campaigns completed by 2025) to support Environmental and Social Impact Assessment (ESIA) for ISA and U.S. regulatory compliance. - **Contract Value**: Not applicable (internal research costs, estimated at $10–$20 million annually based on 2023’s $60 million cash burn). ### Key Takeaways: - 2025 milestones include U.S. permit applications (April) and planned ISA application (Q3), with ongoing environmental studies to support mid-2026 production. - No direct contract values for 2025; future revenue potential tied to regulatory approvals and nodule production.

TRUMP SIGNING NUCLEAR BILL TOMORROW NAMES TO WATCH: STOCKS FOR NUCLEAR Nuclear Reactors: $OKLO $SMR $NNE Uranium: $CCJ $BOE $PDN $EFR $KAP $UEC $PEN $EU $URE Energy Companies: $PEG $CEG $TLN $VST Development: $LAM $NXE $DML $ISO Plus $URG $LTBR

@AlvaroMysterio @RocketLab is this Friday Malaysia having easter day holiday

@HolySmokas List down 50 america food chains in malaysia and Singapore

$SPY the overall market, just below where it was a year ago, now down 1.47% on the 1 year chart. If you believe Trump will get the economy going UP from here, good time to buy in. If you think he's going to tank the markets further, nothing easier than $SQQQ

China can pull the rug out from under the U.S. economy anytime it wants. There's no need to retaliate with tariffs, which hurts themselves. As our biggest supplier and one of our largest lenders, if they really want to hurt us, delivering a financial crisis is a knockout punch.