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@sb_ladybird @amitisinvesting @Karp_God @arny_trezzi Any thoughts on $SMCI and $ABCL ?

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@DominicRinaldi9 @amitisinvesting @em013L Dom, your insights are valuable. I'd like to hear more from you on a podcast.

Regarding SMCI, any thoughts?

Larry Ellison recently stated Biotech companies with AI-powered vaccines will be the largest beneficiaries from the AI revolution. Have your thoughts on $ABCL evolved?

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@TheLongInvest Tesla had a PE ratio above 1100. It's only over valued if you look at numbers. People that understand the future of the company are getting it at 90% discount.

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@30andawakeup $RKLB book value per share is .84 cents. The bubble will pop, no value here. Just trying to copy SpaceX.

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@SelfMadeMastery Buy you flowers, subsidize your dinner in return for a night of sex ?

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@arny_trezzi @ZaStocks @arny_trezzi I am hoping this will be the year for $ABCL are you still holding a position Arny ! grazie

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@etienne_breton Alex Karp stated when stock was $35.00 that they would 10X easily or reach $350.00 per share. Will start selling some stock at that point.

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@bazzmatazz42 @JackPrescottX Speed and Efficiency: The integrated platform enables rapid and efficient antibody discovery, allowing AbCellera to bring potential therapies to market faster than competitors.

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@bazzmatazz42 @JackPrescottX Data Generation: The microfluidic technology generates a massive amount of high-quality data that feeds the AI algorithms. This data is proprietary and crucial for training the AI models.

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@bazzmatazz42 @JackPrescottX Another reason why your points are invalid:

$ABCLhas a monopoly over others, here is why:

Unique Combination: The combination of proprietary microfluidic hardware and AI software creates a powerful and synergistic platform that is difficult for competitors to replicate.

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@bazzmatazz42 @JackPrescottX development process are equally critical.
Palantir's strength lies in data integration and analysis, but it may lack the specific domain expertise and the vast proprietary datasets that are essential for drug discovery.

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@bazzmatazz42 @JackPrescottX Addressing the "Palantir Factor":

While the hypothetical Palantir scenario is intriguing, it's important to remember that building a successful drug discovery platform requires more than just powerful AI tools.
Domain expertise, data, and a deep understanding of the drug

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@bazzmatazz42 @JackPrescottX Partnerships and Ecosystem:

$ABCL has established strong partnerships with major pharma companies. These partnerships provide valuable access to resources, clinical trials, and market opportunities. Building and maintaining these relationships is crucial for long-term wins
.

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@bazzmatazz42 @JackPrescottX building and refining its own integrated platform.
Their ability to rapidly integrate new AI tools and deliver solutions to market quickly will be a significant competitive advantage.

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@bazzmatazz42 @JackPrescottX Integration and Speed:

As you mentioned, integrating and optimizing various AI tools into a cohesive and efficient workflow is a complex challenge.
AbCellera has a head start in this area, with years of experience in

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@bazzmatazz42 @JackPrescottX and translating research findings into successful therapies.
Competitors might have access to powerful AI tools, but they may lack the deep scientific and technical expertise to effectively utilize them.

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@bazzmatazz42 @JackPrescottX Domain Expertise:

AbCellera possesses deep domain expertise in immunology, antibody engineering, and drug discovery.
This expertise is crucial for interpreting AI-generated results, making critical decisions in the drug development process,

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@bazzmatazz42 @JackPrescottX fine-tune those models will be significantly hampered by a lack of high-quality, real-world data. AbCellera can leverage its data to train its own AI models, achieving a level of performance that competitors cannot easily replicate.

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@bazzmatazz42 @JackPrescottX Data is King: AbCellera's true strength lies in its vast proprietary data. Years of research, experiments, and successful antibody discoveries have generated a unique and invaluable dataset. While competitors can access powerful AI models, their ability to effectively train

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@bazzmatazz42 @JackPrescottX While the democratization of AI tools presents a potential threat, $ABCL possesses several key advantages that will continue to differentiate them from competitors. These advantages include their proprietary data, deep domain expertise and strong partnerships.