Singularity4U

Investor in Asymmetric Singularity Scalers

[Singularity4U @FCFLOW11]

@HlJacques I'm not selling either. The business is still only in "partial rollout" per Adam. They've barely started to assert their advantage in this space.

[Singularity4U @FCFLOW11]

@brucech66119894 @Joseph_Invests Up 5% isn't quite dead

[Singularity4U @FCFLOW11]

@fynnvestor $19 for shares, also bought calls at $18

[Singularity4U @FCFLOW11]

@xc_giovanni_ge As Adam said in the call, they don't care about competition, as it's not a zero sum game. $APP and it's competition both doing well means advertisers spend more, such that the pie just gets bigger as opposed to being split. High margins will remain.

[Singularity4U @FCFLOW11]

@aegoncap They absolutely care about their stock price.

[Singularity4U @FCFLOW11]

@Arkadi_X It will easily become a $1T company over time

[Singularity4U @FCFLOW11]

@aegoncap The weekly chart of $APP showing the reversal after a one year downtrend will make your jaw drop..

[Singularity4U @FCFLOW11]

@QC_Capital_ By end of November

[Singularity4U @FCFLOW11]

@PronkDaniel Yes, safe stocks that have good FCF like $APP. And cash-rich $DUOL which is in the process of being re-rated over the coming quarters. Interestingly, $DUOL is a customer of $APP, which is helping it increase its user base.

[Singularity4U @FCFLOW11]

@aegoncap About 65% for me. Nice work!

[Singularity4U @FCFLOW11]

@AppLovin Awesome

[Singularity4U @FCFLOW11]

@alc2022 I'm buying

[Antonio Linares @alc2022]

Every $NAUT bear thesis basically assumes reading the proteome is too hard and that management is retarded, but talking to Sujal it's evident that 1/ they perfectly understand the complexity, 2/ they are capable of moving the science forward and 3/ while doing things that are actually useful to the industry, while basically the rest of the planet struggles to read a protein without shattering it into bits. This is an extremely capable management team sitting on a platform that others simply cannot replicate at present and that in turn, everyone else is going to need to apply AI to radically improve patient outcomes per dollar spent

[Singularity4U @FCFLOW11]

@alc2022 Yes we do

[Singularity4U @FCFLOW11]

@alc2022 This means that there are appealing odds that $NAUT will, in fact, be developing the "data layer" that will serve as the basis for a predictive Biology Ontology that extends lifespan.

[Antonio Linares @alc2022]

Some thoughts on talking to management teams, after today's chat with $NAUT management

1/ I get to know management teams very well primarily by looking at key variables of a business and by observing how management teams act in challenging times. Ultimately, I look for an ability to focus on long term value creation and make it happen
2/ I typically synthesise this into wether a business has an abnormally high ability to solve a growing volume of acute customer pains while keeping costs in check, thus increasing the top line exponentially and bringing much of that down to the bottom line: fcf/share
3/ I get to know management teams so well over the long term that I can fully delegate anything on management teams that have been in my portfolio for, in some cases, more than 10 years
4/ I have never talked to a management team before or after having performed this kind of analysis, let alone right at the start of my shareholder journey and in such an early stage operation. It's almost like in hearing the tone, its slight variations, the shift from the specific to the abstract and back, I'm able to track KPIs back to specific part of each manager's personality
5/ My conclusion from today's podcast is that $NAUT management can solve a growing volume of acute customer pains in a way that's increasingly harder to replicate, while keeping costs in check, and that extrapolated over a decade the odds of this yielding a highly valuable and hard to replicate new data layer are appealing enough to occupy a spot in my portfolio. I believe revenue will trend up and that $NAUT will do more with less over time

[Antonio Linares @alc2022]

The main focus for today’s podcast with $NAUT management is:

1. Does the platform scale beyond Tau, EGFR, AKT1 and alpha-synuclein into additional verticals faster and faster
2. Such that eventually the whole proteome is mapped
3. Can be mapped easily with a blood draw, with an AI that interprets all the data and serves as the basis for a predictive Biology Ontology that extends lifespan
4. In a way that’s impossible to replicate

If this happens, we’re talking about an intrinsic value well into the $500B+ market cap club and that’s being very conservative

[Singularity4U @FCFLOW11]

@cyberprince_rwo I identify as a Nautilyte, but have respect for AbCellarians.

[Singularity4U @FCFLOW11]

@Ichbin233 @cyberprince_rwo I meant that we ($Naut holders) don't care if you avoid the stock. We definitely care about price, but only in the long term in my case.

[Singularity4U @FCFLOW11]

@Ichbin233 @cyberprince_rwo Regardless of price, there are no limits to what proteoforms it will be able to read. Value that however you like, and avoid the stock if you prefer. We don't care.