Jason Farahnik

Building the worlds largest plastics recycling platform / Student / Investor

[Jason Farahnik @Jsoooky]

Hasn’t a Neutron delay been priced in for a while now? Confused by market reaction $RKLB

[Jason Farahnik @Jsoooky]

@neuralink Incredible. What a beautiful mission those working @neuralink are on

[Jason Farahnik @Jsoooky]

@BioTechTraderSD @saintaurus can you elaborate?

[Jason Farahnik @Jsoooky]

@SpaceSector001 @RocketLab What’s the difference between keeping the current ATM vs rolling into a new one?

[Jason Farahnik @Jsoooky]

@JensenHuang “Their value is not fixed at installation: CUDA continuously improves their output; the installed base remains productive well beyond its initial depreciation period;”

Sorry @michaeljburry

[Jason Farahnik @Jsoooky]

@itschrisray How many companies have launch capacity and cadence ?

How many build drones?

There’s your market cap gap

[Jason Farahnik @Jsoooky]

@Josh__Hardman @C_Angermayer frolicking in a cornfield

[Jason Farahnik @Jsoooky]

Good time to bring this back $ATAI

[Jason Farahnik @Jsoooky]

Bloomberg just ran a front page piece on the psychedelics industry. A lot of the attention was on $CMPS and potential FDA approval.

The real takeaway just reinforced what's driven my own conviction, much of which @C_Angermayer has written about extensively.

Psilocybin- One dose/8 hours/therapist on standby
It's to envision how that reaches critical mass beyond high-end treatment boutiques.

BPL003- Designed to align with the infrastructure established by Spravato- short clinic time, repeatable workflow, scalable.

Stripping this down to simple TAM and adoption it becomes pretty clear why $ATAI sold down most of its Compass ownership and leaned into this path.

I am a big believer in Psilocybin and its future role in the treatment of mental illness, I am strictly viewing this through the lens of capital allocation.

As a whole this is a very interesting and exciting time to watch the space.

[Jason Farahnik @Jsoooky]

@markpinc I think we turn a major corner soon starting w strong earnings, specs spinoff w external partner, line of sight re memory storage fees
But I have been burned and wrong for a while :)

[Jason Farahnik @Jsoooky]

@markpinc are you still bullish on Snap?

[Jason Farahnik @Jsoooky]

@simonsarris @bscholl @9Mothers Are they raising capital?

[Jason Farahnik @Jsoooky]

@kylekuzma @Emilyaustin Love Kuz!!

[Jason Farahnik @Jsoooky]

@adamscrabble Couldn’t agree more

[Jason Farahnik @Jsoooky]

@NickNemo17 Great read. Kudos

[Jason Farahnik @Jsoooky]

@NYCMayor Take this photo back to September 12, 2001…ask people if they’d believe it

[Jason Farahnik @Jsoooky]

@bryan_johnson Anything to do with $Atai?

[Jason Farahnik @Jsoooky]

@BreakoutBiotech What’s your read on this? How do you think markets will respond?

[Jason Farahnik @Jsoooky]

@BreakoutBiotech Considering these results weren’t expected i can’t wrap my head around the dramatic move. Needless to say I added

[Jason Farahnik @Jsoooky]

@0xQuasark @C_Angermayer does this have any legs?