Raiders Supporter

[Ben Horne @benjamin_horne]

> be Sam Altman
> see internally that ARR numbers are brutally contracting bc tokenmaxxing era is over + cheaper models are closing the gap on frontier models + LLMs are plateauing and becoming commodities
> see that you are trapped in hundreds of billions of dollars in commitments and circular debt, with no way out
> panic
> see socialist senior citizen Bernie on social media calling for gov to acquire 50% stake in AI companies…
> 💡realize that this is a gift from God: a golden opportunity to offload your bags onto the American taxpayer
> call up the retards at the White House
> tell them you’re willing to donate 50% of your giant AI shitco to the American people for free
> wrinkly old retards at White House and in government fall for your shtick and think you’re being altruistic and patriotic even though you’re just being a con man as usual and dumping your bags
> libertarian wannabe tech oligarchs like @DavidSacks and @pmarca bitch and moan about this under the pretense of “sOciAliSm bAd” but the *real* reason they complain is because more power for gov definitionally means less power for them (but they’re jumping way too far ahead, bc we are still nowhere near AGI)
> gov falls for scam and acquires big % stake in OpenAI
> months later it becomes clear to everyone lab revenue has stalled and AGI is nowhere in sight
> AI bubble bursts leading to massive stock market crash and recession
> you non-chalantly tell the world “it is very unfortunate that this happened” but you don’t actually gaf bc you’re still rich
> you make more vague hollow promises that AGI is still getting closer (this is bullshit and you know it) and say the important thing is that “at least we are aligned now” and “well we had to be supported by gov bc we can’t afford to lose to China” even though profitable companies like Google always had the $ to fund AI research organically without gov support
> Trump is so embarrassed he fell for your con that to save face he uses taxpayer money to pay down all the various debt commitments for you in a desperate attempt to prop up the economy and your shitco, so it doesn’t go to zero (his fam and buddies own lots of shares)
> everyone hates you but what else is new
> Just another day in Scam Altman’s America

[Brad Loncar @bradloncar]

"We have a very broad late stage pipeline so we are not in a hurry to build that."

A few takeaways I had: Large late stage deals sound unlikely (though not impossible), he sounded lukewarm on the Akeso/Summit data, watch Baxfendy, and seems focused on oral obesity treatments.

[. @TheBiotechBear]

peptide bros on X:
- "LLY FUCKING CURES OBESITY. THIS IS REVOLUTIONARY.
- rapid and deep weight loss ✅
- metabolic control✅
- body composition improvements ✅
- +3mm penis length increase ✅
- no tox at all! ✅

[. @TheBiotechBear]

Will Retatrutide get a standing ovation at ADA? If ur going in person pls can someone start one - will get picked up by generalist retards and be good for the industry.

[Jen Can NuSH @JCanNuSH]

🛎️ $NVO has released their Phase 2 Zenagamtide (amycretin) results for T2D in a 36w trial with metformin and with or without an SGLT2 inhibitor, but they’ve also released a poster at ADA 2026 giving us further information
▪️ 1.71% reduction in A1C
▪️14.6% weight loss (efficacy estimand) on 40mg - these are huge numbers particularly for a male heavy T2D trial, but they come at a cost
▪️Adverse events were particularly high, with treatment withdrawn for 34% of 20 and 40 mg participants, and (at 40 mg) 37% nausea, 29% vomiting, and 37% diarrhea
▪️This is in a trial with 60-68% males, which traditionally have BETTER side effects numbers (but WORSE weight loss numbers) than women in these trials

[przidnt2 @przidnt254593]

Haircut, that's fucking nothing.

[D @Z09752769]

@rdd147 They can’t get the permits and power. Get with the program.

[Minhua Chu @chuminhua432]

🇨🇳Innovent’s CLDN18.2 ADC IBI343 (TAK‑921) hits primary endpoint in Phase 3. https://t.co/P8jb0f5JJl

G‑HOPE‑001 met PFS at interim analysis in 3L CLDN18.2+ G/GEJ cancer across China & Japan.

Accroding to Innovent, IBI343 is now the first CLDN18.2 ADC globally submitted for regulatory review (priority review in China).

OS data pending; full results to follow at future conferences.

The asset is part of Innovent’s $1.2B upfront + up to $10.2B milestone deal with $TAK.

[Samuel Hume @DrSamuelBHume]

Daraxonrasib quite rightly stole the show at ASCO, but there were lots of data on innovative approaches in pancreatic cancer

To highlight some others

First, this combination therapy: a PD1/CTLA4 bispecific + multikinase inhibitor + chemotherapy (4 complete responses, 76% objective response rate)

[Raiders Supporter @RaidersFC2002]

@fredsoda Tokens will be commodotized at some point. Generally the higher margins are the IP but AI development will minimize IP advantages over time. Society heading to a forced restructuring economically.

[Raiders Supporter @RaidersFC2002]

Bagholders being created. Man that crash is going to be nasty

[Zephyr @zephyr_z9]

So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months
At this rate, Amazon & Microsoft will join the party too
We might even see $550B-$600B raised from the public markets

[Interesting Engineering @IntEngineering]

Namibia's InnoVent Diaz wind farm validates a crane-free turbine deployment method. https://t.co/U3BIEgKACd

[Raiders Supporter @RaidersFC2002]

IPO for Anthropic and OpenAI will include govt purchases it seems. A financial disaster is looming

[unusual_whales @unusual_whales]

BREAKING: Trump administration is discussing a possible government stake in OpenAI, per CNBC

[Raiders Supporter @RaidersFC2002]

Holding well with $ZETA. Compared to the run up this selloff is nothing. A lot of shorts and put buyers will be coming tho thinking this is the pop. Very short sighted.

[The Kobeissi Letter @KobeissiLetter]

You don’t see this very often.

The Nasdaq 100 is quite literally moving in a straight-line lower.

Now down -4.5%, on track for its biggest daily loss of 2026.

[Shay Boloor @StockSavvyShay]

$META is down nearly 7% after reportedly considering a stock offering worth tens of billions to fund its AI infrastructure buildout.

[Wall St Engine @wallstengine]

$META is considering raising tens of billions of dollars through a stock offering to fund AI infrastructure, per FT.

The discussions intensified after Alphabet’s $85B equity raise saw strong investor demand. Meta is preparing to raise AI-related CapEx to as much as $145B this year and even higher in 2027.

No banks have been hired yet, and Meta may still choose another financing route.

[Raiders Supporter @RaidersFC2002]

Bears leaving to Indiana. Liberals are about to experience the decline in their cities when capital concentrates to data center cluster states and locations.

[Adam Schefter @AdamSchefter]

The Bears’ Board of Directors voted Thursday to advance the stadium development in Hammond, Indiana, with the exact to be selected. This is this first time that the Bears’ board has voted on any stadium site.

As one source said, “There is more work to do but barring anything very strange, it’s a done deal.”

[Flippie | Stock Analysis @FlippieFinance]

Morgan Stanley after the most generational pump and dump of all time