DNA

nomadichedgehog

It was never a pivot. It was a necessity to get the deal done. It just so happens the DNA X platform will be a useful tool in the tokenization aspect of the GPU fund-raising when it comes to converting stablecoins and wiring those stablecoins. The strategy isn't software only. $SONM will become an AI infrastructure company. The DNA X platform while serving a purpose isn't the end game, it just a means to an end.

nomadichedgehog

To avoid confusion, all my references to the public vehicle/ticker will be $BAGS because the SONM/DNA X references are confusing. No, DNA holdings will not hold 20% of $BAGS because Qumulus AI will be issued with 19.4 million convertible preferred shares in $BAGS in return for QAI assets (GPUs new and old and their power portfolio), diluting DNA Holdings down to 0.9%. Yes they will appoint QAI board members to $BAGS. No they won't rebrand to QAI or similar because Qumulus will do a separate IPO WITHOUT AN UNDERWRITER in 6 months or so where that ticker is asset/debt free and will just have their cloud service collecting revenue on top of the GPU rental fees - just like Applied Digital did this week with EKSO. $BAGS will own the power/hardware. Qumulus will lease GPUs from SONM and wire them 1 million/day in revenue (eventually). In addition to keeping the lights on/avoiding shell status, DNA X platform is needed for the GPU-backed tokenization involving Permian Labs facility and possibly to avoid slippage while converting stable coins. If you need a better idea of what this tokenization process will look like and how it works practically with the GPUs, I recommend watching some interviews on YouTube with Conor Moore (permian labs co-founder).

nomadichedgehog

DNA founder was a long-time investor into SRAX. Once SRAX was failed and on the brink they stepped in to try and save it. It's irrelevant to this transaction. DNA X have exchanged their platform in return for shares in SONM with a put option. SONM mgmt would not have agreed to that put option unless they had good reason to believe they're going to hit the 600 million in transactions and/or 1 million/day in revenue

kuracoin

This is a slightly different topic, so I’m starting a new comment thread. I’m not sure if this could be relevant, but take a look some previous deals between DNA Holdings and SRAX: a purchase agreement in Feb 2023, and a merger agreement in May 2024. The purchase agreement at least, shows some similarities with this most recent acquisition by SONM.

longtrad3r

Appreciate the deep dive from both of you. This has been a really interesting case to follow. If it wasn't for the Chardan's facility, a put option with real numbers, and DNA Holdings, I probably would have walked away by now. But the recent development triggers my curiosity even more than before. A few things I’m curious about: * What incentives does each party have in the DNA X pivot? * If the strategy is “software‑only” for any GPU tokenization stack (QAI/USD.AI or others). How would “fair economics” for routing GPU-finance flows through DNA X look like?

kuracoin

Apologies in advance if this isn't too organized. Is this comment you wrote still going with the idea of the synthetic RTO? This is assuming they have clients lined up to be able to make use of all of those GPUs at max capacity, right? If only for a single day? What about the time to set up/build out the infra for the GPUs itself, not including the time required for the ordering, shipment, etc? Is the DEX just an excuse for SONM to have a business then, in your thesis? If this is the case, how is DNA X going to be the beneficiary of that revenue (to fulfill one of the two milestone requirements per the acquisition terms) coming from the GPUs if Qumulus is the one getting that revenue? Would the DEX play a part at all here? After having written all of this out, I'm guessing you're anticipating Qumulus coming in to still use this new DNA X company to go public, but changing the name and ticker to something of their own? But then what about the DEX, the terms of the acquisition with its one of two conditions? I guess my questions about clients, max capacity, ordering, shipment and build out still stand. I feel like if you're going for the synth RTO, it doesn't really matter whether the DNA X DEX business is given back to DNA Holdings or not. Why does Qumulus need DNA X (the business) anything to perform their transactions? I feel like the only way the RTO thesis makes sense is if this most recent deal for the DEX is really just for a placeholder for SONM. But if that's the case, then the $600m volume/$1m revenue a day thing doesn't matter?

nomadichedgehog

Couldn't sleep so got up so I could reply to you. Looks like you're new to this entire play which is extremely long and complicated (has been dragging out for 6 months) but can see you have an interest in crypto so I'm guessing this came on to your radar today. SONM is a dead phone company as explained in the post. Qumulus AI is a rumoured target some of us suspect they want to merge with to monetise the ticker. QAI sells compute as a service. If you look at the SONM proxy filing from November, it states that the LOI signed with Party X suggested combining a crypto treasury strategy with the company's AI expertise. DNA X is that crypto treasury and it serves 3 important functions. Firstly, it buys time for SONM to complete the asset sale ($1.2 million bridge loan). Secondly, it provides a small but real operating business to avoid shell status from the SEC. And finally, it provides the RWA origination platform that Qumulus AI will be using for their GPUs. If you haven't looked into it already, Qumulus AI have a 70% loan-to-value $500 million facility with Permian Labs where they effectively borrow stablecoins and use their GPUs as collateral by tokenizing them. The other 30% will presumably come from the SONM public vehicle. The overall flow will look something like this: * DNA X orders $600M worth of GPUs from Nvidia * DNA X sends the invoice + serial numbers from Nvidia to Permian. * Permian's smart contract mints the GPUs and keeps the NFTs as collateral * Once the NFT is minted and locked, Permian releases the stablecoins (loan) back to Qumulus/Sonim/DNA X (whatever the public vehicle is called). * Paypal (see reply to other comment) converts those stablecoins into fiat/US dollars without slippage * DNA X pays NVIDIA As for the numbers, the DNA filing says they have to do $600 million in volume OR 1 million/day in revenue (just once) by end of June 2026. If you think about these numbers in terms of GPUs, thinks align quite nicely. NVIDIA's latest blackwell 300s, which everyone wants/is switching to are worth $50,000 each, so if you have $600 million worth of B300s then you have 12,000 B300s. Qumulus AI are on public record that they charge $3.50/hour for a B300. Well..... 12,000 x $3.50 x 24 = $1 million revenue/day. On the nose. These figures line up way too neatly, and Qumulus have the MW portfolio to support this amount of GPUs. In terms of valuation, that translates to a company worth 3 to 10 billion by June 2026.

nomadichedgehog

DNA X will simply be an RWA origination platform, something like this: * DNA X orders $600M worth of GPUs from Nvidia * DNA X sends the invoice + serial numbers from Nvidia to Permian. * Permian's smart contract mints the GPUs and keeps the NFTs as collateral * Once the NFT is minted and locked, Permian releases the stablecoins (loan) back to Qumulus/Sonim/DNA X (whatever the public vehicle is called). * Paypal (see reply to other comment) converts those stablecoins into fiat/US dollars without slippage * DNA X pays NVIDIA The GPU purchases will go through DNA X. 12,000 blackwells = 600 million. They have a 500 million facility from permian labs + Chardan S1 shelf. Those blackwells will generate (once deployed) 1 million in revenue per day.

longtrad3r

This is interesting. How do you see this unfold? I dont understand how the milestones in the put option, which is Linked to DNA X, can be realized through/with QAI.

nomadichedgehog

You’re right to be skeptical but this is a lot deeper than meets the eye. I’ve just got into bed and on my phone so I will respond to this in full tomorrow. All I will say for now is the DNA X component was an expected announcement from the November proxy statement (not DNA X specifically, just something crypto related).

kuracoin

I looked a bit more into DNA X and what I found just on the surface is super strange to me. This isn't an attempt to make any definitive judgment, I'm just laying out the findings and my first impressions. This platform has supposedly only been running for a month, there's been a tiny fanfare with an announcement on their main X account and the dedicated X account of the exchange itself. Why would ownership of the platform suddenly be transferred to a no-name company like SONM? At first glance, the exchange isn't anything special. It's mostly just a white label re-skin of an existing DEX (decentralized exchange), carbondefi.xyz. But there is already 5m of liquidity locked, which is kind of impressive, I guess, for something that is super obscure. But still, it's...nothing really all that special? Also, there is no information on what exactly was transferred over. Is there a dev team? Who's overseeing the development of the platform? I don't imagine any of the existing board members on SONM are qualified to manage this new acquisition. It would have to be that single person who may be appointed by DNA at some point. As for the thesis that's been leaned into up until this point with Qumulus, that makes things even more confusing, if it's still something being considered. At face value, this is simply a tiny white label DEX (started by an arguably large, reputable organization in the crypto space) that has been handed to a random public company that pretty much has no business running one. All of that is to say, all of this makes no sense to me and either this is one of the weirdest big brain plays of all time, or a total dud. Kind of concerning if I'm being honest but too curious to see how it plays out to sit this one out.

nomadichedgehog

After a late-night epiphany, I strongly believe this deal is on having reverse engineered the DNA filing. The DNA filing says they have to do $600 million in volume OR 1 million/day in revenue (just once) by end of June 2026. I started to think about about these figures more and what they translate to in terms of GPUs. NVIDIA's latest blackwell 300s which everyone wants/is switching to are worth $50,000 each, so if you have $600 million worth of B300s then you have 12,00 B300s. We also know from QAI's tweet that they charge $3.50/hour for a B300. Well..... 12,000 x $3.50 x 24 = $1 million revenue/day. On the nose. These figures line up way too neatly and it tells me they plan on deploying 12k GPUs by June 2026.

nomadichedgehog

Not sure how any of that is relevant to my comment, which was explaining to the other commenter why SONM have to change the name of the ticker immediately regardless of what's happening with QAI. And as explained in the original body of the post, an S4 merger would take too long for QAI to benefit from the public vehicle. Even if it didn't, I'm not even sure QAI will have audits ready in time. So a traditional merger is not on the cards. The "merger" will be in the form of a PIPE with an asset swap. But it looks like DNA X might be some weird in-between solution that has yet to be made clear.

nomadichedgehog

The ticker had to change because Social Mobile are acquiring the SONM brand/trademark. They wouldn't be legally allowed to use it. So I wouldn't read anything into the actual ticker change to DNA X - they had to pick something so it may as well have been $BAGS (to represent their current legacy shareholders). There's also a Nasdaq listing rule that requires a company's symbol and name accurately reflect its business to prevent investor confusion. So this is all above board and to be expected. What is more confusing is the press release today saying they planned on focusing on DNA X "exclusively". I'm hoping that's just smoke and mirrors.

AmericanScream

>Not meme coins. Just buying Bitcoin. #Stupid Crypto Talking Point #16 (Bitcoin is different) "**Bitcoin is not "crypto**" / "**Bitcoin is different / a "commodity"**" 1. This is what's known as an "Unstated Major Premise" fallacy. A Naked Assertion. Often employed as a begging-the-question fallacy. Just because you say "Bitcoin is different" doesn't mean it is. 2. There's absolutely no functional/material difference between BTC and thousands of other crypto-currencies, including versions using the exact same codebase. 3. The *only* distinction BTC (currently) holds is that according to various shady, unregulated exchanges, it seems to be trading at the highest price point. But even those figures are dubious [due to the lack of transparency and oversight in the industry.](https://www.reddit.com/%72/Buttcoin/comments/1g3oov8/why_does_bitcoin_suck_tell_me_your_fundamental/lrzi15b/) Just because one crypto is more popular, doesn't mean it's fundamentally different than others. BTC shares 99.9% of its DNA with many cryptos including BCH, BSV and thousands of others. 4. Crypto evangelists try to move the goalposts between bitcoin (the technology) and bitcoin (the "investment"). When you note that [bitcoin and most cryptos depending upon the context can pass the Howey test and be classified as securities](https://www.investopedia.com/does-crypto-pass-the-howey-test-8385183), they will reference bitcoin as a "technology" and not an investment. And it's true, the tech itself isn't packaged as an investment, **but** various others do package crypto as an investment, and it's a pretty well established underlying concept throughout all of crypto (buy, hold, you will make money) - and those tenets are principals in the Howey test indicating there's an "investment contract" being promoted. For example, right now the SEC may not consider BTC itself a security, but the process of staking BTC (and other cryptos) and offering a return, **[that is absolutely considered a security](https://www.sec.gov/oiea/investor-alerts-and-bulletins/exercise-caution-crypto-asset-securities-investor-alert)**. 5. The **only** "gray area" when it comes to whether bitcoin is a security rests on tier 4 of the Howey Test which suggests "a security has to be dependent on the work of others for returns to be generated." People argue over whether bitcoin fits this description. **BUT**, the same dynamic applies to all other cryptos as well, so there's nothing special about bitcoin in that respect. It can also be argued that "the work of others" can be the constant recruitment of "greater fools" to buy in later, which is the dynamic of a classic [ponzi scheme](https://ioradio.org/i/ponzi/). 6. Just because some people at the SEC, early on, said "bitcoin is a commodity" doesn't mean it will always stay classified as that way. As we've already stated, because of the decentralized nature of these schemes, there is no one instance of "bitcoin" - depending upon how you use the crypto, you can be serving it as a security/investment, or not. And we are seeing more and more, the SEC, the CFTC, the NYAG and other legal entities cracking down on [the use of illegal/unlicensed securities](https://www.nytimes.com/2023/01/12/technology/sec-crypto-gemini-genesis.html). So anybody making blanket statements about Bitcoin being immune from securities laws is lying. And by the way, one of the prongs of the Howey Test (as well as the identification of Ponzi Schemes) is making promises about returns, and/or misleading people as to the true nature of the risks involved. This is common practice with bitcoin.

nomadichedgehog

I suspect when the asset sale closes (around 13th Jan) we will get some kind of PR with Qumulus. What that PR is exactly is anyone's guess at this point as this crypto treasury strategy is still a bit unclear. It could be: a) Asset swap - QAI gets SONM shares in return for putting GPU assets on the books (PIPE) b) Qumulus agrees to route all its GPU-tokenization flow through the DNA X exchange c) Some kind of fuckery where the GPUs are not on SONM's books but QAI's revenue from the GPUs is (doubtful) d) DNA X is a glorified payment processor and QAI doesn't do a PIPE e) something I haven't thought of I need a bit more time to figure out exactly what the play is here. I was a bit surprised by the press release today stating they're focusing on DNA X exclusively, which seems to completely contradict the proxy statement which says the crypto-treasury will be combined with "AI expertise".

RikZillions

I have completed a structural and probabilistic audit of Geron Corporation (GERN). I’M GOING ALL IN AND STARTING A SQUEEZE. The entity has transitioned from a clinical-stage narrative to a commercial execution engine following the FDA approval of Rytelo (imetelstat) in mid-2024. Phase 1: The Archetype • ECONOMIC DNA: DISRUPTOR (Commercial-Stage). Geron is moving from a "Capital Sink" to a "Revenue Engine." The core driver is Imetelstat’s first-in-class telomerase inhibitor status for Low-Risk MDS. • VALUATION BRIDGE: Market sentiment is currently depressed (trailing ~12% decline month-over-month) due to a Q3 2025 revenue miss ($47.2M vs $54M expected). The Valuation Delta is wide: the market is pricing in a "linear growth" failure, while structural reality shows a 150-account expansion (1,150 total) and a 97% gross margin. • CAPITAL VELOCITY: Currently a reinvestor. The entity is aggressively burning cash for the EU launch (2026) and the IMpactMF Phase 3 trial. Phase 2: Stability Scan • PRICING RESILIENCE: PRICE MAKER. In the orphan/specialty heme-onc space, Rytelo holds significant pricing power, though it faces competition from Bristol Myers Squibb’s Reblozyl. • CAPITAL STRUCTURE AUDIT: LEAN/STABLE. Cash and equivalents sit at $420M (as of Sept 30, 2025). With a revised downward OpEx guidance ($250M-$260M), the runway extends into 2026/27, reducing immediate dilution risk. • SYSTEMIC RISK: High sensitivity to Medicare/PBM drug pricing negotiations and the "adoption lag" in community oncology centers. Phase 3: Analytic Deep-Dive • MARKET PLUMBING: • Implied Volatility (IV): 76.0 (63rd percentile). Options are pricing in higher-than-average movement. • Put-Call Ratio (PCR): 0.06. Extreme bullish skew in open interest; the market is heavily bet on a "call-side" recovery. • Gamma Walls: High concentration at the $2.00 and $3.00 strikes. Price is currently pinned in a "liquidity vacuum" below $1.50, lacking the delta-buying pressure to trigger a squeeze. • SIGNAL AUDIT: Smart money remains anchored. RA Capital and BlackRock hold significant positions (>16% combined). Recent 1/3 workforce reduction (Dec 2025) suggests a pivot toward "Efficiency over Expansion." • TIMESTAMP: Data retrieved as of Dec 30, 2025, 21:28 EST. Phase 4: Probabilistic Synthesis (Bayesian Update) • THE PRIOR: Biotech commercial transitions succeed in scaling to profitability only ~15% of the time within 24 months. • THE UPDATES: • Tier A (1.0): FDA/EMA Approval secured; Rytelo 97% gross margins (High Quality). • Tier B (0.6): Q3 2025 revenue miss; demand down 3% QoQ; workforce reduction (Mixed Quality). • Tier C (0.3): Bullish analyst price targets ($3.00+); high short interest ratio (10+ days to cover). • THE POSTERIOR: Calculated probability of outperforming the XBI (Biotech Index) over 18 months: 58%. The workforce reduction and EU launch prep act as the primary "Update" to the success probability. Final Synthesis & Output Confluence/Divergence: DIVERGENCE. The Chart/Price Action is bearish (near 52-week lows), but the Options Chain (PCR 0.06) and Institutional Holding (RA Capital) are aggressively bullish. This signals a "Value Trap" for short-term traders but a "Generational Entry" for long-term Bayesian players. 3. CONVICTION SCORE: TIER 2 (Strategic Opportunity) • The "Product" works and the "Moat" is legal/regulatory. The "Risk" is purely execution-speed. 4. DATA INTEGRITY SCORE: 9/10 • Recent Q3 filings and Dec 2025 restructuring news provide high-freshness data.

wowthatisOP

I attended the virtual meeting, so just confirming based on what was said. The results are technically “preliminary” at this point, and become official once the 8-K is filed. But the entire meeting only took like 7-8 minutes. There were some introductory announcements just about the meeting and what to expect. And then they opened up voting for 30-60 seconds, and then closed voting and went straight into, “the preliminary results show a majority vote FOR the asset sale”. At the end was supposed to be Q&A. And all they said was that the questions they received will better be addressed in writing in the near future, so this goes along with the idea that there should be some announcements happening fairly soon. And that was the end of the meeting. Regarding the confirmation of the success of the vote, i imagine it went like this because they knew between insider votes and the DNA X votes, that they had already surpassed the majority threshold. Which again is what we were expecting so thats good

baconography

If the Falcons don't score on this possession, they *will* lose this game. It's in their DNA to blow big leads on national TV.

nomadichedgehog

Awesome stuff. I was just looking more into DNA. They are most definitely the crypto treasury arm of the collaborative strategy mentioned with the AI expertise (Qumulus ai) in the proxy. If you look at this tweet you’ll see they are hyping up decentralized financing/tokenization as the next big thing for AI and capital markets: https://x.com/ThisIsDNA/status/2003535536074424525?s=20 And yes, they prevent SONM from becoming a shell and effectively guarantee tomorrow’s vote.

estivalsoltice

Bingo, Canadians aren't visiting and the Europeans don't want to give their DNA's and social media accounts' history just to visit some made up fairy parks.

nomadichedgehog

I don't foresee it being an issue. There are 1.4 million shares outstanding. a) 250k of those are DNA X b) Streeterville are about 150k c) 1 main capital is roughly 70-80k d) Lytton Lawrence is also roughly 80-90k That's roughly 40% right there, not counting institutions, insiders and retail. I don't foresee it being an issue and if it is, there is a proposal to suspend the vote to a later date if they feel like they don't have the numbers.

UnholyNoodle

Record date of voting right was moved from December 2cnd to December 17th and that means that DNA X can vote on the matter of asset sale. When you take insiders, institutions and DNA we can be pretty confident that there shouldnt be a problem. Decision for changing date and include their votes should seal the deal.

nomadichedgehog

It's only a loss if you sell. Volatility is the price of admission for a trade with this much upside. I’m not here to trade the daily chart. If the Qumulus/DNA X deal closes as the filings, LinkedIn posts and other anecdotal data suggests, the current price is irrelevant. If I believed the market was efficient, I wouldn't be in this stock. The thesis has only got stronger since I made this post a month ago. Since then: 3rd December - [Qumulus AI on LinkedIn: "Let's go, Mike!"](https://imgur.com/a/lw3oURk) 16th December - [Chardan hires Senior Analyst in AI Infrastructure](https://www.chardan.com/article/chardan-hires-bill-papanastasiou__aUKUGxIAACMAEw7w) 17th December - [SEC issues critical "No-action" statement regarding broker dealer custody of crypto asset securities](https://www.sec.gov/newsroom/speeches-statements/trading-markets-121725-statement-custody-crypto-asset-securities-broker-dealers) 18th December - [SONM filings reveals DNA X acquired by SONM ](https://www.sec.gov/ix?doc=/Archives/edgar/data/1178697/000149315225028292/form8-k.htm) 18th December - [PayPal & Permian Labs introduce PYUSD for AI infrastructure Financing, 1bn incentive programme](https://www.coindesk.com/business/2025/12/18/paypal-s-pyusd-stablecoin-tapped-for-ai-infrastructure-financing) None of these are coincidences. SEC cleared the way for the AI & crypto-treasury. DNA X is the protocol for the newly announced PayPal exchange, which will give Qumulus a credit facility that pays out in USD. Chardan hire is there to initiate coverage on the new company. Mike Mulica is still sharing QAI content and QAI are hyping it up. The deal is not just alive - it's done. The asset sale has to happen. Judging by the latest filings that has to happen by end of January, hopefully by the 13th January as initially anticipated. PIPE will be announced hours later.

IHadTacosYesterday

> We'd still have to all agree punting babies is "bad". Do we blame a alligator for killing a two year old child standing on the banks of a river? Not really. Why not? Because we know that the alligator is just doing what it's programmed by nature to do We think some people are evil, and we think we would have acted differently in their shoes. But if you were born with their DNA, in their bodies, with all the qualia that they experienced, every choice you make would be identical

nomadichedgehog

[SEC filing re DNA X:](https://www.sec.gov/Archives/edgar/data/1178697/000149315225028458/formdefa14a.htm) "There are currently 1,488,465 shares of Common Stock outstanding at the close of business on the Record Date". That date was 18 December. 250k shares were issued in the form of a debt-for-equity exchange with streeterville to pay off toxic debt to clear the way for the PIPE. The other 220k shares were in exchange for purchasing DNA X LLC, which will be the entity that connects usd. ai

nomadichedgehog

Still not sure what you're seeing. We were at 1.2 million before DNA X last week. Now we're at 1.4M, as per your screenshot.

nomadichedgehog

DNA X (the crypto-treasury protocol SONM just acquired to process the Qumulus AI GPU purchases) was issued over 200k shares last week, so there has been dilution. Not sure where you're seeing 500k new shares?

Intelligent_Lemon685

RKLB, ASTS, IonQ, Ginkgo Bioworks (DNA), RXRX, ESS Tech (GWH), maybe LUNR, NuScale. Google is my base, IBM too - like the biggest quantum play. I will maybe add TMC.

Pendulumswingsfreely

Interesting company: Azenta is a life sciences company that specializes in the safe storage and management of biological samples. They provide automated cold storage systems, genomics services, and data management software used by pharmaceutical companies and researchers to protect samples (like DNA or tissues) during drug development and clinical trials.

nomadichedgehog

While it looks bizarre it was more or less expected. The proxy in November specifically said: " \[Party X\] proposed a ***collaborative*** structure combining its AI expertise **WITH** a crypto treasury strategy" QAI is the AI expertise. DNA ventures is the crypto treasury strategy. In the short term DNA serves 3 important purposes: a) They are an insurance policy for the asset sale vote b) They are an operating business and therefore prevent SONM from becoming a shell c) They are putting up money to keep the lights on It's unclear if DNA's role will be long term, but for now they are the stepping stone to enable QAI to enter the game. There is an argument that DNA's role could be longer term and perhaps SONM ends up being a finance wrapper for QAI GPUs but we will have to wait and see. Either way I don't see how QAI doesn't eventually acquire a significant portion of SONM.

AdministrativePeak0

Quarter piece, got war and peace inside my DNA

DAMNCitymAAdKid

Loyalty, got royality inside my DNA

Kasper_vid

Yes but it confirms the thesis furthermore So don’t panic guys. This isn't a random pivot; it is the exact execution of the "Party 9" plan. 1. The "Smoking Gun" The proxy explicitly said Party 9 (Qumulus) proposed a "crypto treasury strategy" and "staking income" alongside the AI deal. • DNA X is that strategy. It is an automated DeFi trading protocol. • It is not replacing the AI deal; it is the funding engine to pay for the GPUs. 2. The Architects (DNA Holdings) The seller, DNA Holdings, isn't some random shop. They just structured a massive $344M "Strategic Compute Reserve" deal for another Nasdaq issuer (Predictive Oncology). • Translation: They are the bankers building this structure. They know exactly how to bridge public shells with decentralized infra. 3. The Blueprint We now have all three legs of the stool: • The Growth: Qumulus AI (Party 9) • The Treasury: DNA X (Yield Generation) • The Capital: $500M ChEF (Equity Line) Verdict: This confirms the Synthetic RTO is happening. They are building a vertically integrated AI + Crypto beast. The thesis is stronger today than it was before the filing.

creemeeseason

Subtopic.... you're much more computer savvy than I am. Have you done any work on DNA memory storage? I remember reading about it as a theory in a Ray Kurzweil book about 25 years ago, but TWST seems to actually be close to realizing it. I didn't know if it was actually a big deal or not.

PltoMsnLXIXThe2ndMsn

In my sleep, I thought of the phrase: "DNA: Deterrent Neuro Analysis" Can anyone speculate as to why tf this happened? Am I being MK Ultra'd?

creemeeseason

Not familiar, what do they do? For TWST the data is basically a free call option in my book. They founded the business, but spun it out recently, though retained a stake in it. The synthetic DNA is really their bread and butter.

creemeeseason

Now that u/_hiddenscout is back, backlog of information to dump.... Trucking tender rejections are over 10%, the highest in years. That's really good for truckers. If we get a little demand juice as tax refunds roll in, trucking stocks are primed. HTLD calls. TWST has become my new obsession. I think AI will dramatically speed drug discovery (ODD has been doing this with cosmetics) leading to a huge surge in demand for synthetic DNA for testing. Also, they have a stake in a company that uses DNA for data storage which is a really interesting play on data centers down the road. No position yet.

the_mammynun

Zach George said publicly that it was to enhance SNDL's cash flows. I think there's more to it than that. HITI is SNDL's largest and most formidable competitor. While SNDL may own some production assets today (Valens), retail is in their DNA. They have already acquired certain alcohol retail brands, Nova cannabis stores (ValueBuds), and Inner Spirit Holdings (SpiritLeaf). It's no question that Canna Cabana is their largest threat especially because they both play in the discount segment. 

PerfectInAllThings

Cool if homochirality in DNA resulted from selective pressures from physical chirality in cosmic radiation

BleuBrink

What k ind of technicals is this? Looks like DNA PCR

rwc5078

I definitely agree and either we were very lucky or life exists everywhere Not saying it is intelligent life. Could be microbial The real question is the life outside earth rna/DNA based Also - all life on earth has DNA that is right handed. What if we found life that has life handed DNA Or or or (I am excited now - inner nerd can't be suppressed) what if it is DNA based but not made of taurine and the other base molecules or whatever it is that all life here has

Redebo

He will take the DeBeers approach. You could say it’s in his DNA…

Mkarim2

DNA methylation and histone modification promote changes in chromatin structure that may affect gene expression in a heritable manner without directly altering the genome. As such, these phenomena are considered to be epigenetic in nature and are believed to contribute to the normal processes of human development but also to aberrant disease states such as cancer. Epigenetic processes probably contribute mechanistically to toxicant-induced changes in gene expression and cancer. Nickel is a potent human carcinogen that has been shown to alter DNA methylation patterns and affect histone acetylation status. Both of these changes are associated with the proximity of the affected regions to heterochromatin. The two processes probably occur in concert in mammalian cells. However, in yeast cells, DNA methylation is absent, and nickel is capable of regulating gene expression through changes in acetylation of the lysine residues in the N terminal tail of histone H4. Arsenic is another important environmental carcinogen, and it is methylated during its metabolism. Hence, it has been proposed that arsenic metabolism may deplete intracellular methyl group stores and thereby lead to changes in DNA methylation that may be involved in carcinogenesis. However, the data concerning DNA methylation changes following arsenic exposure are equivocal, leading researchers to propose that DNA hypo- and hypermethylation are both important in the development of arsenic-induced cancers. Heightened awareness by toxicologists of the importance of epigenetics in normal human development and in carcinogenesis should lead to the identification of other toxicants that manifest their effects, at least in part, via epigenetic mechanisms.

Orange_Codex

Stocks I recommend but haven't mentioned much: **PYXS** (first-in-concept with a smallish, locked-up float awaiting Q4 data release) and **INO** (developer of DNA immunotherapies for HPV-linked tumours expecting imminent approval). **CELZ** is looking like a godsend, developing cell lines for diabetes and chronic back pain. Topline data is expected by May 21st 2026 but its cash runway can last until next October. A rare chance to accumulate. Stocks I recommend and have mentioned a lot: **PLSR** (poised to dominate global supply of a rare and eldritch isotope); **SLS** (producing the closest thing we have to a generalised cancer survivability drug), and **HUI** (a.k.a. **HUIPF**), pursuing green hydrogen recovery from petrochemical and construction industries in the Middle East. I also called out ASX:**EOS**, which is up 13% in five days and has plenty of room to run. You all know **INTS** already. Never do your own research. The value of your investment can go up as well as further up. 110% of retail accounts make mad racks from tips off Reddit. Sell your wife's jewellery right now. Obey the voices. Not financial advice.

damnthatbooty

First, you’re gonna need to find some of their bones and then synthesize a formula to grab their DNA and then genetically modify it into a reptile of some sort that is actually still alive and then breed that until it becomes a triceratops

Ceyenne18

u should go for a DNA check. who knows you might be entitled to a future inheritance

Virtual-Moose5921

All that global DNA mixin’ 🤢🤮

Orange_Codex

CADL and INO for short-term (e.g. Q4 2025) biotech plays. One's adenovirus immuno-oncology, the other's DNA immunotherapy specifically targeting HPV-linked tumours. CELZ and SNSE for longer-term accumulation biotech plays, LNAI if you can handle incredibly promising drugs with dogshit finances, and FBLG if you both love and hate pain.

NOTYOURAVERAGEJOEZ

Don't hold them any m anymore but I did for the longest time Tilray and DNA.

Careless_and_weird-1

He knows fraud when he sees it. Fraud is in his DNA

creemeeseason

I've been looking through healthcare names leading into next year... here's a few I'm watching: UFPT- I own and have been adding to this one. Some short term issues are behind them and management teased new business wins upcoming during the last call. CRMD- Should have pricing clarity by June. The market is clearly not expecting much at 4-5x earnings. I think this could 2-3x on good news, but probably not much downside. I own June calls. TWST- maker of synthetic DNA for research. If AI boosts discovery, their business will explode. No position yet. What is everyone else watching in the sector?

Into-Imagination

My sample size of one view: Apple doesn’t like to spend the monster bucks on monster acquisitions, just doesn’t seem to fit their DNA; they have acquired less than most other big tech companies. Google and Amazon are lighting every last dollar on fire in the AI wars, and don’t want to divert a lot of cash to this space as a result. I think that left the door open for Netflix to swoop in; not at a bargain by any means but, at a price less than it might’ve been driven up to, if AI wasn’t the buzzword of the day. That’s my 2 cents at least.

TheoryInttro

Well, it is a shady crypto miner turned shady AI neocloud that functionally is just a wrapper around NVIDIA off-books debt. Rugpulling is in their DNA from the shady crypto days.

JoseLunaArts

In 1979 American globalists thought they could make easy bucks using cheap labor from China. And they did. But China along its history had a long tradition of being traders in their DNA. Globalists thought manufacturing was complicated because it requires to handle many things in the physical world. Their dream was to have passive income, and having services was more passive than spending all day with the complexities of manufacturing. Let the Chinese deal with that. Lazy vision. During WWII USa was the industrial superpower. Japan made the mistake of getting in the way. Now China is the industrial superpoower. And that was caused by the globalists. Remember those days when American unions did not want globalization? Why is it so hard to find a job in USA? Because American globalists sent them to China.

Born2Vanderbilt

Well, I'd like to see MPP+ and the drug condition together! Wonder why they didn't test that condition. MPP+ induces ROS, DNA damage, and dusregulation in cells. Resulting in heterogenous cell populations. Also, like the cell media contains growth factors that help in cell homeostatis/healing. So yeah, in parkinsons you dont "pause" disease progression and then give a drug. Thats why I'd like to see both MPP+ toxin and drug together. This will fail trust me. The science isnt there. And they haven't even figured out off-target effects of their drugs let alone the correct dosage and duration. And i would like to mention their patents are obnoxiously written.

Born2Vanderbilt

What if the cells are senescent as it happens with DNA damage in Parkinson's? The lysosomal machinery won't work.

InvestingPrime

**Wow, you really don’t get it, do you? Let me make this painfully simple.** SMB makes a ton of money from selling courses. I’m talking about the $5,000 trader courses, the $10,000 DNA of Active Trader mentorships, the subscriptions, the bootcamps, the “coaching,” all of it. That is their main revenue stream. Everyone knows this. And here’s the part you keep ignoring. SMB is directly connected to Kershner, and they use **Kershner’s** technology, not their own. If SMB is supposedly this rich and successful trading powerhouse, why aren’t they building and using their own platform? Why are they relying on another firm’s software? Because they did a joint venture together. The companies are tied at the hip. Now here’s what happens next. Kershner charges them to use that software. Kershner profits even when traders lose. They make money from licensing their platform, charging for infrastructure, charging execution fees, and taking a piece of SMB’s desk profits. They do not need winning traders. They do not care if you blow up. You can lose money all month and the firm still gets paid. That is the setup. This is not some deep secret. It’s a well-known business model. It’s called the Prop Firm Education Loop. Everyone knows about it except you, apparently. Here’s how it works. 1. The education company sells expensive courses. “Learn to trade like a pro,” and they charge you $5,000 to $15,000. 2. They imply you might get hired by their prop desk if you do well. 3. The prop desk is partnered with the same company that sells the courses. 4. The prop desk uses software from a partner firm that is financially tied to the whole operation. 5. And here’s the punchline. The education company, the prop firm, and the software provider all make money **before any trading happens**. This is not conspiracy. This is literally how these businesses work. You’re the only one pretending not to see it. No, I never paid anyone for ANY training or ANYTHING like that. Because REAL TRADE FIRMS DON'T CHARGE FOR TRAINING. Ever wonder why those companies you mention are never hiring people for other positions? BECAUSE THEY AREN'T REAL. Go to someone like Citadel Securities.. type it in. Job openings like crazy.. of people for REAL positions they need to fill. Because they actually trade.. they aren't selling seminars.

bluen

It means your DNA sequence is extra terrestrial

dr_tardyhands

I would never develop anything that critically relied on some Google service for the above reason. I think it might come from their DNA as a company where the user is usually the product. There's a sort of an arrogance that seems to come with that. Being a multi-trillion dollar company doesn't help.

creemeeseason

Anyone look into TWST? They manufacture synthetic DNA which is rapidly growing in popularity. It's also a stealth AI play as AI is speeding the development of new therapies. Probably not obscenely cheap, but interesting as a moonshot.

niko3100

Google for me is a software company not a hardware company, at least in terms of phones, iot. Pixels phones are great but they are basically the iphone of android, so a non go for me. Nest devices are cool but just another brand out there, tensor SoC for pixel phones are really bad honestly. I guess they are trying to shift a little bit their business but Google's DNA is pure software. At least in my mind.

251325132000

Scamming is built into India’s cultural DNA. The western world needs to wake up and realize that mass immigration from the subcontinent is terrible for society.

OrdinaryMix4013

#in the case of Futu's green dildos, the DNA shows NASDAQ u are NOT the father!

BoyWhoSoldTheWorld

It’s amazing how ignorant the general public is about AI. There’s really much more to it than the chat agents. It’s already advancing medical research and has been for years. Just one example is [AlphaFold](https://en.wikipedia.org/wiki/AlphaFold)and how it’s helped us to predict and understand protein structures. DNA will be next with Alpha Genome. AI is a very broad term that covers much much more than LLMs. Yet most of it requires a lot of heavy compute hence why so many companies are doing all they can to build out infrastructure. Christ we have automatic driving cars, you think that’s being done by a language model?

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

Far_Pen3186

If he thought that way, he would have never turned his $1400 into even $5k. He would have sold at a $3000 gain and bought a new washing machine. The reason he got to 7-figs by letting it ride like a madman is the same degen DNA that got him back down to $0 Quit and retire at $1mm you say? At $1mm, it would be dumb not to go for $10mm, since you have an infinite money glitch

MetroChrysalis

Іf we are speaking value, even tho it dont fit the sub exactly, you should have added some info on DNA buffer. basically any test can be re-done additionally eliminating false positives

Actual_Homework_9110

Republican voters are unteachable. They literally cannot learn or get themselves informed because they are glued to propaganda outlets like Fox “News.” It’s not in their DNA to seek truth. Republicans are the pied pipers of stupid people. The other idiots who refused to elect Democrats are almost as poorly informed and easily manipulated as Republican voters. We knew the GOP fully intended to destroy our country. They wrote a book detailing their agenda. 

One-Cicada-7784

I see his argument about AI companies overstating earnings because they are depreciating the infrastructure over too long a period... fine... that's something to beat Sam Altman and OpenAI over the head with... but how is this anything but stellar news for NVidia and other hardware vendors? Gee... my hardware that I thought was competitive for five years is now obsoleted (by whom? NVidia!) in just two to three years... SOOOO... I HAVE TO BUY THE LATEST, GREATEST NVIDIA HW TO STAY COMPETITIVE! Why is NVidia crashing on this bozo's prognostications? There is still going to be tremendous demand for their hardware for at least the next year... likely for many many more. NVidia is a huge ship. It will take a VERY long time for it to sink. I was at Sun Microsystems in the mid-1990's. I saw then that it was going to sink - I thought in a couple to three years at the most... It takes WAY longer for a large company to sink than anyone on the inside can forecast. The old stuff is still useful for years - case-in-point: Jensen's argument that the Cuda framework has been keeping 6-year-old hardware running to this day... so resell time on that at a discount to smaller players... the bigger players need to keep building out the new stuff. That is not going to change any year soon. This idea that we have achieved the most computing anyone would ever need and we can just throw in the towel now, reminds me of the famous story of Thomas J. Watson (of IBM and DNA fame) with respect to his comments on the ENIAC... God! How many of these things will the world ever need? 5? Maybe 6? GUESS AGAIN!

AlGAdams

We use it to rebuild Nancy Pelosi DNA every year

DianeL_2025

The tendency for gambling and addiction is on our human DNA.

bardhizi

Get the DNA of the codex.

Ok_Cry7572

Nutrients that exist ONLY in animal products and are essential for human health: Vitamin B12 (nerve function, DNA synthesis) Preformed vitamin A (vision, antioxidant) Vitamin D3 (hormone production, immunity) Vitamin K2 (artery health, bone density) DHA/EPA (brain, eyes, heart) Heme iron (15-35% absorption vs plant iron's 2-5%) Creatine (muscle, brain energy) Carnosine (antioxidant, anti-glycation) Taurine (heart, vision, nervous system) Anserine (antioxidant) If we evolved as herbivores, none of these would be essential. They're essential because we evolved eating animals.

TheoryInttro

Scam Altman is only good at spewing deepities and convincing people he just said something profound. At heart he's a crypto bro with a DNA consisting entirely of rug pull. And he'll revert to his DNA soon enough.

BosSF82

While clickbait headlines have focused on whether the dictator had a micropenis and only one testicle, more serious are the findings that his DNA showed "very high" scores - in the top 1% - for a predisposition to autism, schizophrenia and bipolar disorder." This comes from an article about H, not T. If only they have options trading and the internet back then. He coulda just been a keyboard warrior and not the ultimate stain on humanity.

Ok-Thought-9960

So ai created us and we are creating ai and then the ai we create, recreates and creates a helix that becomes DNA that evolves into something that creates ai.... I gotta go to bed 

opackersgo

I personally think they are still overpriced. They are no longer the best solution in some technologies that they once owned (firewalls, wireless) and then forcing DNA licenses on everything is just a last ditch effort to extort money from customers.  Very few customers actually want to use DNA because it sucks, and they’ve gone so hard into pushing it.

Overall-Fold-9720

>They have sequenced Hitler's DNA Ok, let's not take any rash decision, and let's talk about it first

Flaky-Wing2205

It's just like why your wife pounded you head with a shovel. It's because you're a highly regarded, degenerate gambler. People are pissed that you're losing their money. That's why..um, the shovel and head hurts. You borrow money and lose it cause the your IQ is lower than the number of dudes that plowed your mom's garden last night. Everybody wants their money back.... Everyone wants their money back!!! I'm really not sure if this answered the question. I'll continue in case though. The amount of brains God gave you is the same amount of play your wife gave you this year. That's why you lose money. God tried to give you more brains but couldn't cause 1/2 your DNA went missing in the womb. Kinda hard to get all your DNAs when your dad is your uncle. It's sounds like that adds up to more but it doesn't. Your wife isn't giving you play cause she wants to be in-laws. I know is confusing but you'll forget about it soon and will be to busy. Your sons gonna get hitched this spring and in 9 months you'll be an uncle and a grandpa.

spudleego

It’s the wire size dude. You would have been better off frequently taking wires 20k here 20k there. You probably have either zero other brokerage accounts by which they can reference your agreements or you have multiple with conflicting info. Unusual activity related to withdrawals ifs going to be heavily scrutinized bc of their liability as well. If you have no 2FA/MFA you might well count on seeing that money next year sometime after providing DNA.

ThinkingOfTheOldDays

I may have peasant DNA because i get so adrenaline'd at the smallest chance of good things, and can weather big drawdowns without a raise in pulse level. like I expect bad things. bad feng shui in zee brain.

re-thc

Berkshire never understood technology at its peak and never will. It's just not their DNA and the world is changing against them. They buy financials, utilities, consumer staples etc a lot more. Having said that it doesn't mean their investments don't pay off e.g. they still have large stakes in Japanese Sogo Shosha companies and there are country wide reforms in Japan. This has and will continue to pay off. I do think there will be huge opportunities for them coming up even without a crash e.g. when Ukraine or Russia gets resolved etc. There will be lots of openings that fit their DNA.

borat_he_like_you

🥸: The DNA results are in and Borat... #YOU ARE NOT THE FATHER!! 👏👏👏👏 #🥳: HA! I TOLD YOU BITCH I AIN'T THE FATHER!!

youbenchbro

One of the guys who discovered DNA died. He had some interesting theories. Puts.

OrdinaryReasonable63

I don't think it's gonna happen. Giving back rightfully stolen money is literally against the DNA of this country. It makes me sick to my stomach just picturing it

Inner-Atmosphere8954

My family has been here for over 300 yrs on my mother's side and 150 yrs on my father's. I did a DNA test, and I'm British, Northern European, Eastern European, 4% North African and 1% Nigerian. Am I American by your "standards"?

cheapestrick

>The Current "Treatment": There isn't one. Patients just get repeated, painful surgeries to cut the tumors out, and they just grow back. It's horrible. Not accurate. Precigen was also working on a DNA therapy, and just received FDA approval in August. Inovio has been running about 6-10 months behind them in development. [https://www.infectiousdiseaseadvisor.com/news/papzimeos-approved-for-recurrent-respiratory-papillomatosis/](https://www.infectiousdiseaseadvisor.com/news/papzimeos-approved-for-recurrent-respiratory-papillomatosis/) [https://respiratory-therapy.com/products-treatment/industry-regulatory-news/fda-approvals/fda-approves-first-drug-for-recurrent-respiratory-papillomatosis/](https://respiratory-therapy.com/products-treatment/industry-regulatory-news/fda-approvals/fda-approves-first-drug-for-recurrent-respiratory-papillomatosis/) [https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-pgen/precigen/news/will-papzimeos-fda-approval-and-major-buy-shift-precigens-pg](https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-pgen/precigen/news/will-papzimeos-fda-approval-and-major-buy-shift-precigens-pg) [https://www.cancer.gov/news-events/press-releases/2025/gene-therapy-hpv-respiratory-papillomatosis](https://www.cancer.gov/news-events/press-releases/2025/gene-therapy-hpv-respiratory-papillomatosis)

C0II1n

Latinas are good cause they have a lot of European DNA in them

Automatic_Grocery464

You should‘ve not trusted the data.. Korean fried chicken is a soul food for Koreans. It’s engraved in our DNA. And Korean fried chicken has become a proper noun.

Orange_Codex

Penny biotechs presenting at the Stephens Virtual Fireside tomorrow and the day after: **$CADL**: adenovirus immuno-onclogy. Float of 45,000,000 shares. 17% insider and 44% institution owned. Biomarker and survival data for CAN-3110 due in Q4 2025; license application for CAN-2409 by Q4 2026. **$INO**: DNA immunotherapy targeting tumours associated with HPV. License application expected *tomorrow*, with full approval by E.O.Y. 2025. **$PYXS**: antibody-drug conjuate (‘first-in-concept’) to ‘defeat difficult-to-treat cancers.’ Float of 42,000,000. 24% insider and 34% institution owned. Various preliminary datas expected Q4 2025. **$SNSE**: human monoclonal IgG1 antibody designed to block the VISTA checkpoint, a T cell suppressor. Float of 1,260,000. 34% owned by insiders and 6% by institutions. Full-dose expansion data for Phase I/II expected by E.O.Y. 2026.

Ok_Tension_4564

* My take, fundamentals / leadership performance. Or just food for thought: 🔹 **Fundamentals** • Wilson-Davis net income +49% • 3 clearing clients onboarded • Legacy liabilities cut 83% • Awaiting full 10-Q * **Leadership** • John Schaible: NexTrade, MatchbookFX • Craig Ridenhour: 30+ yrs FINRA-licensed • Strong fintech DNA, but past ventures = high risk/high reward * **Capital Structure** • $20M financing closed • Convertibles priced at $0.60–$0.75 • Insider ownership: 0.02% • Institutional: 0.41% * **Valuation** • Current price: $0.37 • Monte Carlo EV/share ≈ $2.10 • Deep-value thesis hinges on margin + client scale-up **Discussion Points** • Can they turn clearing traction into durable FCF? • Will dilution cap upside? • Is this a fintech infrastructure sleeper? These are based on EV/Sales multiples, clearing revenue growth, and dilution-adjusted equity value: |Scenario|Target Price| |:-|:-| |Turnaround|**$6.00/share** → assumes strong execution and multiple expansion| |Survival|**$2.25/share** → assumes modest growth and conservative multiple| |Bankruptcy|**$0.25/share** → assumes severe dilution or restructuring| The actuals would result in a $2.40 EV/share, but I ere on the more conservative $2.10 side. Not an analyst, just an enthusiast. Only in at 2K shares at 0.36 when it dipped recently. Looking DCA on more dip, otherwise hold, as the following factors concern me: * Low insider ownership * Aggressive capital history (past ventures (e.g., NexTrade, AtlasBanc) succeeded in infrastructure but didn’t always deliver durable returns to public investors.) * Press releases are optimistic but lack granular financials. * If share count increases by 50–100% due to conversions, the **realised upside per share drops proportionally**.

toxicomano

0DTE out of the money options is in the DNA here but you can easily buy at the money or in the money long dated contracts that are a bit less risky. Not saying you SHOULD incorporate options into your strategy, but it is an interesting (and at a high level, very easy to understand) tool. That said, it gets increasingly complex the more you dig in (IV, the Greeks, open interest, volume, etc).

saltyru

In an AI-heavy market ever more dominated by high profile lizard people, anyone with even a trace of human DNA looks fairly normal

shes_a_gdb

Ever heard of google? Collecting and monetizing user data is their DNA... most people just DGAF. You're spending too much time on Reddit if you think this is a major concern for people.