I break down the news, share my take, and explain what it means for investors. I also mostly invest in SOFI, BTC, HOOD, HIMS, ABCL, AMZN, NOW, VG, and Googl.
$ABCL is one of the biotech names I’m willing to keep buying if the thesis plays out.
If AbCellera’s platform can meaningfully improve drug discovery by dramatically increasing success rates, safety, and speed versus traditional pharma methods, then I think biotech could be heading toward a major inflection point.
The real upside isn’t just finding antibodies faster.
It’s this:
Can technology get so good that regulators eventually rethink parts of the old drug-development process — maybe not eliminating the IND, but potentially shortening timelines for platforms with proven safety and repeatable results?
That would be massive.
If $ABCL can prove its platform consistently produces safer, higher-quality drug candidates at a much better rate than the competition, I think the market is sleeping on how big this could become.
I’m not saying it happens overnight.
But if the data keeps improving, I’ll keep buying.
SpaceX may be one of the greatest companies ever built.
But at a valuation near $2 trillion, that does not automatically make it a great stock.
Starlink already makes up a huge part of the business, Elon says SpaceX needs more capital for its next growth phase, and the company is now talking about launching 100,000 next-generation satellites and building AI data centers in space.
The opportunity is massive.
But so are the risks.
SpaceX is still losing billions, space-based GPUs could become outdated quickly, and investors may already be paying for years of future growth today.
A great company can still be a bad investment if you overpay.
I bought one share for fun, but before you buy SpaceX stock, there are a few things you need to understand. $SPCX
Full video below 👇
https://t.co/QsfDhJB5cz
ABCL is one of the only biotech stocks I’m personally willing to look at right now.
This company is not just chasing one random drug.
They’re trying to build a drug creation machine.
Founder-led CEO.
Recent insider activity.
Around $655M in liquidity.
Multiple drugs moving through the pipeline.
And ABCL635 could be the main catalyst to watch.
The way I see it:
The platform is the engine.
The pipeline is the proof.
If AbCellera can prove its antibody discovery platform can create real drugs, the market may have to look at this company very differently.
Full video below 👇
$ABCL
https://t.co/Yt1ljNyWcG