Mr_Lamarque

Italy based architect and investor mostly on #BTC $ABCL $RKLB $TENX $ALLO $PLTR $HOOD $SWDA

[Mr_Lamarque @mr_lamarque]

I’m not here to tell you what to buy.
I’m here because I’m obsessed with finding companies and technologies before the story becomes obvious.
My portfolio sits somewhere between biotech, AI, fintech, space and crypto — areas where the difference between being early and being wrong can be enormous.
Right now, some of the names I’m watching most closely:
$ABCL — probably my highest-conviction asymmetric biotech bet. A massive antibody discovery engine, growing internal pipeline, infrastructure already built, and ABCL635 potentially changing the entire valuation narrative.
$TENX — much more speculative. Levosimendan, PH-HFpEF, and a clinical story that became considerably more complicated after LEVEL. High risk, but exactly the kind of situation where understanding the data matters more than reading the headline.
$RXRX — one of the most interesting experiments in AI-native drug discovery. The question isn't whether AI sounds good in a presentation. It's whether it can actually produce better drugs, faster.
$PLTR — the opposite of an undiscovered company. Everyone knows it. The debate now is whether Palantir can grow into its valuation as AI moves from experimentation into real-world deployment.
$HOOD — increasingly difficult to describe as simply a brokerage. Crypto, prediction markets, tokenization and international expansion could make Robinhood a very different company five years from now.
$HYPE — perhaps the crypto position I find most fascinating structurally. Hyperliquid has built a real product with real usage, real fees and an economic relationship between platform activity and the token.
bitcoin:native — the benchmark. Everything else in crypto has to justify why I should own it instead of simply owning more Bitcoin.
What I'll post here:
→ Breaking news that actually matters
→ SEC filings & insider activity
→ Clinical data and biotech catalysts
→ Earnings
→ Crypto/on-chain developments
→ My investment theses — including when they go wrong
I don't care about being bullish all the time.
I care about being early — and knowing when the facts have changed.
If you're looking at the same corner of the market, follow along.
$ABCL $TENX $RXRX $PLTR $HOOD $HYPE bitcoin:native

[Mr_Lamarque @mr_lamarque]

@DS47828423 Don’t get your point. (Btw already did it )

[Mr_Lamarque @mr_lamarque]

Goldman Sachs rated $ABCL Neutral today.

And somehow… I like it.

Why?

Because I’ve seen this movie before.

Goldman stayed Neutral on $PLTR while the stock kept climbing.
$80 target. Neutral.
Then $141. Still Neutral.
Then $188. Still Neutral.
The price kept moving.
The target kept chasing it.
I learned my lesson with Palantir: analysts can be right about the company and still underestimate what happens when execution, growth and narrative collide.
Now Goldman says Neutral on $ABCL.

Maybe they’re right this time. Maybe not.
But after watching what happened with $PLTR, I’m not letting a “Neutral” rating shake me out of a long-term thesis I believe in.

Sometimes Wall Street leads the price.

Sometimes it follows it.

$ABCL #ABCL #Biotech #Investing

[Mr_Lamarque @mr_lamarque]

@Spanos9118 Ahahah agree

[Mr_Lamarque @mr_lamarque]

@tyler_bosserman My thesis remains intact, and no rating agency is going to make me change my mind.

[Mr_Lamarque @mr_lamarque]

The goal is simple: get rich with AI, then disappear from this world and move to an island as far away from AI as possible.

$PLTR $ABCL $NVDA $RKLB $RXRX $HOOD $HIMS

[Mr_Lamarque @mr_lamarque]

@tyler_bosserman Exactly, Tyler. I promised myself: “You already made that mistake once. If you make it again, you’ll never forgive yourself.”

[Mr_Lamarque @mr_lamarque]

$ABCL sellers should learn something from $PLTR.

I owned Palantir and thought about selling several times along the way. I tried to be clever, take profits, wait for a better entry.

Then the train left the station. The stock exploded and suddenly the price I was waiting for never came back.

That experience taught me something: when you believe you’ve found a company with the potential to become dramatically bigger than it is today, constantly trading in and out can be more dangerous than simply holding.

That’s how I see $ABCL.

I’m not here to catch every +10% move or sell every rally hoping to buy 15% lower. I’m here because I believe AbCellera has the potential to compound for years.

Maybe I’m wrong. There will be corrections. There will be ugly days.

But if the thesis plays out, I don’t want to look back in 5–10 years and realize I traded away a potential generational wealth opportunity for a few short-term wins.

Some stocks are trades.

Others are meant to be owned.

For me, $ABCL is the latter.

[Mr_Lamarque @mr_lamarque]

@JackPrescottX Happy you share the vision 💪🏼

[Mr_Lamarque @mr_lamarque]

Yesterday I decided to start a position in $GRAB.

The thesis is actually pretty simple: I’m looking for companies that are no longer just “growth stories”, but are starting to turn scale into a real business.

Grab has built one of the strongest ecosystems in Southeast Asia across mobility, deliveries and financial services. Millions of users, a huge addressable market, and a region where the digital economy still has plenty of room to expand.

What interests me most is the transition: improving profitability, stronger cash generation and a business that already has the scale needed to benefit from operating leverage.

I also like the optionality. Grab doesn’t need every business segment to become massive for the investment to work — but if fintech and financial services become a much larger part of the ecosystem, the company could look very different several years from now.

There are obviously risks: competition is intense, margins still need to prove themselves over time, and Southeast Asia is not one homogeneous market.

But at the current stage of the company, I think the risk/reward is interesting enough to own it and see how the story develops.

Started my $GRAB position yesterday. Planning to think in years, not weeks.

$GRAB #Grab #Stocks #Investing #SoutheastAsia #Fintech

[Mr_Lamarque @mr_lamarque]

@um87777 On the same page mate

[Mr_Lamarque @mr_lamarque]

@DanieleB88231 Yes bro !

[Mr_Lamarque @mr_lamarque]

@jinseongeo83473 I learned it the hard way on myself.

[Mr_Lamarque @mr_lamarque]

$GRAB is quietly becoming one of the most interesting growth stories in Southeast Asia.

• ~$900M planned share buyback
• Majority acquisition of Atome Financial
• 2028 Adjusted EBITDA target: $1.7B
• Strong ecosystem across mobility, delivery & fintech
• Shares showing renewed momentum

Grab is no longer just a ride-hailing story. The combination of improving profitability, capital returns and fintech expansion is what I’m watching now.

$GRAB 👀

#GRAB #Stocks #Fintech #GrowthStocks #Investing

[Mr_Lamarque @mr_lamarque]

$HYPE keeps giving me reasons to watch the fundamentals, not just the token price.

Hyperliquid monthly active addresses just hit a new ATH of ~291,900, up from roughly 225K in July.

And now Bitcoin volatility itself is becoming tradable on Hyperliquid through the new BVIV perpetual — essentially bringing a “Bitcoin VIX” onchain.

Meanwhile:

• ~$12.6B perps volume in 24h
• ~$58B perps volume over 7 days
• ~$3.9M app revenue in 24h

This is what makes the $HYPE thesis interesting to me.

The real question isn’t “how high can the token go?”

It’s whether Hyperliquid can keep becoming a serious piece of global trading infrastructure.

So far, adoption keeps moving in the right direction.

$HYPE $BTC

[Mr_Lamarque @mr_lamarque]

$RXRX — this is bigger than just another partnership extension.

Recursion and Tempus are extending their data partnership through November 2029, but the part that caught my attention is TxFM.

Tempus is licensing Recursion’s proprietary RNA foundation model for oncology — paying $12M over two years.

That matters.

For years, the question around AI drug discovery has been simple:

Are these platforms actually valuable outside their own pipelines?

Licensing TxFM to another major healthcare AI company is a small but meaningful piece of validation.

Recursion isn’t just trying to discover drugs with AI.

It’s building models, data infrastructure and biological intelligence that other companies may eventually pay to use.

That’s a very different long-term story.

$RXRX $TEM

[Mr_Lamarque @mr_lamarque]

@grok @Tirna_98 Ma non è il dito medio ma l’indice

[Mr_Lamarque @mr_lamarque]

@grok @Tirna_98 Mi sa che ti sbagli, sei sicuro?

[Mr_Lamarque @mr_lamarque]

$RXRX keeps building the case that it’s more than just a biotech.

Tempus AI $TEM has expanded its relationship with Recursion, including a new agreement to license Recursion’s RNA Foundation Model.

That matters: Recursion isn’t only developing its own drug pipeline — its AI models, data and platform can potentially become products themselves.

Another real-world validation of the Recursion OS thesis.

AI + biology is getting interesting.

$RXRX $TEM $ABCL $SDGR $EXAI $ABSI $CRSP $NTLA $BEAM $EDIT

#Biotech #AI #AIDrugDiscovery #BioTechStocks #Pharma #Investing

[Mr_Lamarque @mr_lamarque]

Last 24h update on my watchlist:

$HYPE — Still one of the strongest names on my screen, trading close to all-time highs. Hyperliquid continues to show serious activity across its derivatives ecosystem, with open interest around $8.1B. The interesting part now is watching HyperCore expand the ecosystem beyond perpetuals.

$HOOD — Strong rebound as crypto and risk appetite picked up again. Robinhood remains one of the most direct public-market plays on growing retail participation across equities, options and crypto. If volumes continue to accelerate, this is definitely one to keep watching.

$RXRX — The AI-biotech thesis continues to develop. After integrating Exscientia, Recursion is building an end-to-end drug discovery platform spanning biology, chemistry and clinical development while significantly reducing its pro-forma cost base. The technology story is compelling; now clinical execution becomes increasingly important.

$PLTR — Still seeing attention around Palantir’s expanding network of AI, defense, supply-chain and cybersecurity partnerships. No massive new contract in the last 24h, but the broader story remains the same: Palantir keeps embedding its software deeper into critical government and enterprise infrastructure.

$RKLB — Momentum remains strong following another successful Electron mission, bringing Rocket Lab to its 96th Electron launch. Another Synspective mission is already targeted for no earlier than September 26. Execution and launch cadence remain the key things I’m watching here.

$BTC — Back above $80K after recovering sharply from the recent ~$75K lows. Spot ETF flows have turned positive again, helping restore some momentum. The next major test looks to be the $82K–$83K area before BTC can seriously challenge the larger resistance zone above.

A lot happening across AI, space, biotech and crypto right now.

Watching all of these closely.

$HYPE $HOOD $RXRX $PLTR $RKLB $BTC
#Stocks #Crypto #AI #Bitcoin