TheMaster

LONG term $HIMS, $NFLX, $ONDS, $IBRX, $NAUT investor. This is not financial advice. Please do your own research.

[TheMaster @TheMasterzlcq]

$NAUT might be the most underappreciated asymmetric bet in biotech right now.
A 100–200x setup hiding in a ~$220M market cap.
Here's the full thesis 🧵

[TheMaster @TheMasterzlcq]

@JackRoseGVH Exactly

[TheMaster @TheMasterzlcq]

Every AI biology company just published papers this month.

Stanford's 37,000 agents.
Anthropic's wet lab.
Novo × Claude.

They all need one thing at the foundation: high-resolution protein data.

$NAUT

[TheMaster @TheMasterzlcq]

@brokenclockrisk True hahah

[TheMaster @TheMasterzlcq]

In my opinion the worst scenario that $NAUT has, is being acquired ( that’s a 2x or 3x from here).

I don’t see naut going to zero.

Not financial advice.

[TheMaster @TheMasterzlcq]

And if that happens is probably $HIMS.

So a win win for me.

[TheMaster @TheMasterzlcq]

I am not selling a single share of $Naut

[TheMaster @TheMasterzlcq]

Proprietary protein-level data is the real scarce input.
$NAUT is building the machine that generates it.

[TheMaster @TheMasterzlcq]

@MorbidlyOhBeast Sure. Just make sure it's sized so that if it goes to zero, it doesn't actually hurt you.

[TheMaster @TheMasterzlcq]

In the last few weeks ( and this one ), I’ve triplicated my position in $NAUT

[TheMaster @TheMasterzlcq]

@GianKuos I wish you the best too. I’m glad you bought the stock 😀

[TheMaster @TheMasterzlcq]

@GianKuos Not telling you the number but enough shares that if the thesis plays out, it's generational wealth

[TheMaster @TheMasterzlcq]

AI for biology has a supply problem, not a compute problem.

[TheMaster @TheMasterzlcq]

Bought more $NAUT ahead of Q2 earnings on July 28.
Not because I know what the call will say — but because the thesis compounds with time, not around single dates.
Long-term hold. Watching Buck Institute data as the real signal.

[TheMaster @TheMasterzlcq]

Everyone talks about $NAUT reading single proteins.
Almost nobody understands how it works.
The mechanism is elegant and explains why competitors can't copy it.
A biophysics deep dive 🧵

[TheMaster @TheMasterzlcq]

11/ Sequencing had Sanger. Then Illumina.
Proteomics had mass spec. Now it has Voyager.
Not marketing — a fundamentally different approach to a problem the field thought was unsolvable at scale.
This is what a paradigm shift attempts to look like.
$NAUT