ChefJ

Guardian of flavor. Macro minded. Listening to understand.

[ChefJ @ChefJasonPer]

@elonmusk @XFreeze Ok but hear me out...

[ChefJ @ChefJasonPer]

@fahdananta @nejatian Saw this thread, bought more shares.

[ChefJ @ChefJasonPer]

@jeffye888 @ManzTrades How so? When unemployment goes up, home sales transaction volume goes down. So do nominal prices. Both bad for $OPEN.

[ChefJ @ChefJasonPer]

@drpatrick This is exactly where AI + biology stops being theory and starts becoming infrastructure. ImmunityBio already has one of the rare advantages mentioned here: real clinical pipelines, regulatory experience, and a massive longitudinal data opportunity tied to immunotherapy.

AI isn’t just about models, it’s about integrating trial design, immune profiling, and cellular response data at scale. Companies that already operate inside the FDA maze and human biology have a compounding edge. Curious how you see AI accelerating personalized immunotherapy over the next decade.

[ChefJ @ChefJasonPer]

@DrPatrick Hey @grok take all these questions into account and objectively tell me if ImmunityBio $IBRX has a viable treatment/solution available.

[ChefJ @ChefJasonPer]

@rabois @nealkhosla My belief:

The creative and the abstract thinker. The right brain dominant. The optimist. Most importantly, someone with cognitive flexibility.

[ChefJ @ChefJasonPer]

@adamfeuerstein Have you reported on AgomAb Therapeutics yet? May be a bit soon, since they just IPO'd this past Friday. Pretty rock solid (pre-ipo) cap table.

[ChefJ @ChefJasonPer]

@jasonwilliamsmd What are your thoughts on what @DrPatrick is doing with Anktiva at ImmunityBio?

[ChefJ @ChefJasonPer]

@DustinHuntwn He knows...

[ChefJ @ChefJasonPer]

@levelsio @nejatian @rabois good place to weigh in.

[ChefJ @ChefJasonPer]

@sweatystartup @nejatian @rabois care to chime in?

[ChefJ @ChefJasonPer]

@wiseapeman @morganb A "fair" offer means we're on the same team. A "competitive" means you are advocating on my behalf. We're not friends. Don't lean into the "we're family" vibe. I would want you to help me find an edge in the market, save money, and/or make money.

[ChefJ @ChefJasonPer]

@jeffye888 @CristinCulver It hurts him more than it hurts you.

[ChefJ @ChefJasonPer]

@PeterDiamandis Not a psyop claim, but fear is a lever. Excessive focus on AI catastrophe can trigger premature regulation in the U.S., slowing deployment, while more optimistic cultures compound faster through iteration. Speed and mindset become strategic advantages.

[ChefJ @ChefJasonPer]

@mjmauboussin @Dan1elPlainview

[ChefJ @ChefJasonPer]

@PantexCap Do you have any thoughts on $IBRX? I respect your analysis, and just figured I'd throw it out in case it's crossed your radar.

[ChefJ @ChefJasonPer]

@alc2022 This is the most bullish part of @DrPatrick's interview Sean Spicer.

[ChefJ @ChefJasonPer]

In the recent interview with Sean Spicer, Dr. Patrick discussed his brief meeting with MBS and Trump. He alluded to something material, but seemed to almost hold back. Then he said "Trump told me to come see him at the White House." Something's brewing. I'm predicting a Trump endorsement or even a US equity stake.

[ChefJ @ChefJasonPer]

@elwalvador Elon musk already follows @DrPatrick 😉😉

[ChefJ @ChefJasonPer]

I agree on NAV math using current shares. My concern is economic rather than accounting. With RSUs and sub-penny warrants outstanding, the market seems to be pricing expected future dilution rather than current issuance. I’m not saying dilution has occurred, just that it’s hard to ignore the probability when valuing per-share NAV.