DNA

SayNoToBrooms

Read an article on this earlier today, it’s fucking nuts. First, a bunch of ape elders died off, apparently they were holding the whole community together. Then, the societies broke off into Northern and Central groups. The smaller group ended up being more confrontational At first, they avoided each other, breaking the generations’ long bond they once had. Then, members of the smaller group started doing expeditions, marching in single file, towards the outward limits of their proclaimed territory, and attacking any opposing members they found on sight After a while of this, both groups became outwardly hostile towards each other and intentionally traversing into the opposition’s territory, looking for blood Now, we have an ape civil war. Jane Goodall once observed a similar occurrence, it’s in her autobiography, stating how surprised she was to see this darker side of the apes. It lasted 4 years in her case, this one has been going on for 8, so far Which makes me wonder. If we came from apes, isn’t this to be expected? We will find a single issue to differentiate ourselves on, and kill all who take the opposing side, without second thought. Is it human nature to hate those who think differently, or is it so engrained into our DNA that it goes all the back before Homo Sapiens? I don’t really care either way. I have an iPhone, while apes have bananas. But it’s still a very interesting thought experiment

skymagic

I’ma direct descendant of Genghis Khan, 100% DNA match and everything 😎

Key_Lifeguard_8659

He had cockroach DNA and will survive this snafu

PsychoCrescendo

His own DNA??

OldTimeConGoer

"Peace in our time" is a phrase the British have embedded in their DNA, from Chamberlain's negotiations with the Nazis which give his government time to start rearming at all costs before the inevitable world-wide war that broke out a couple of years later.

J_da_CPA

🥭 : OK we’re going to pack our shit. These guys are idiots. Must be something in their DNA

SoloOutdoor

Wonder if he has heard of the blood of a tiger. Adonis DNA

Ok-Thought-9960

Aighhhht im gonna say it this whole ai stuff (specifically gemini because its the only one I tried past the free trial) is fucking ass. Its just a cool plugin almost like a microsoft office feature like "word" its a neat tool but overall dont see people changing there DNA for this lame ass shit 

auradex991

Spoiler : they won't. It is in our DNA

AMCorBUST2021

Some answers are written in the stars, this answer is written in the DNA

stupidber

Doctors tested my DNA and it wasn't DNA, it was USA

Worried_Quarter469

They tested my DNA and it wasn’t DNA. It was USA.

Sewak777

hey try [deepfolio.io](http://deepfolio.io) it gives complete DNA of a company. it is free to try.let me know how it is.

shillyshally

My mom (b1923) always maintained that China would one day surpass us big time. At least their dictatorship plans whereas all ours does is complain about personal slights day in, day out. As to Han, the NYTs ran an article on the Chinese swooping up DNA profiles the world over. One, the plan is to be tops in developing DNA specific drugs and two, (speculation) for defense because the population is nearly all Han.

cultoftheclave

The kind that steal your DNA when you eat them, and send it to the illuminati to clone you

TJMBeav

Did you know that the root cause of Romes demise was they were over run by arab muslims and immigrants. Ponder that a bit. Source: DNA testing per some rando's podcast. 🤣🤣🤣

-TrueFacts-

Lol - and get a real paternity test as it might be the uncle's (might look similar and come up similar in ancestry DNA test lol)

frank_in_scottsdale

Fair concern but I'd push back a bit. Nasdaq changing its methodology is not new - it's rebalanced concentration rules multiple times since the dot-com era. SpaceX getting fast-tracked doesn't change the index's DNA, it just means more growth exposure, which is exactly why most QQQ holders bought it in the first place. The real question is whether the valuation premium you're paying for that growth actually delivers. I built my own 25-stock factor basket in my taxable account a few years back - quarterly rebalanced - and it's worked well, but it requires discipline most people don't want to deal with. If concentration risk is genuinely the concern, M1 Finance handles exactly the custom allocation use case you're describing without needing minimum thresholds.

Paul_Robert_

Damn, those birth clothes had Indian DNA? Neat

mb-7777

Someone who just articulated what I have been saying but much better than I could say. People, STOP with the TDS and sky is falling excitement. DCA, buy any dips, stay out of meme stocks and reap the rewards. Trump is not going to let the market crash, it's not in his DNA. Get over your hate for him and make some easy money.

scm66

Bingo...dino DNA.

Total_Western7320

How do we feel about the Form 12b-25 given reason why the 10k is delayed? Did we expect hints at potential discussion of deals? Or is "This delay resulted primarily from the acquisition of the DNA X trading platform" completely expected and resonable they can't have said anything to hint towards QAI.

BeanCounterGames

Says the reason for extending is "primarily from the acquisition of the DNA X Trading platform" Doesn't mention any transactions or subsequent events, so not sure if mention of that would have been required here yet or not.

AllCapNoBrake

It's literally in their DNA.

glyptometa

BYD. Solid and stylish cars, with good tech, but they're more than that. Originally a battery company, and still strong in batteries. Not the top battery company in non-car power storage but still pretty big. Well managed too. They didn't try to move from battery production to cars on their own. They bought a company that was already producing cars. Berkshire Hathaway owned 10% of it for over 20 years, so that's some great management input built into the DNA. Building factories outside China; sells more electric cars than any other company. Also doing alright in buses, so likely well-positioned for growth in freight vehicles. Making solid strides in 5 and 10-minute charging as well, which will be important in some markets. All that USA-centric bafflegab about remotely shutting cars off is just hogwash. China believes in trading and commerce. As if they would clobber a market by shutting cars off. Hell, GM invented that capability! Listening to you? Tracking your movements? As if USA companies are not capable of all this and more. What an utter joke. Anyway, they're selling millions of cars all over the world, just not in that 4% of the market. Who cares. For heavens sake, they run their own self-owned car transport vessels. Seems they kinda know what they're doing.

-TrueFacts-

Every time I see Arnold's lovechild son I'm like fuck Arnie's genes are so dominantly chad they can dominate any other DNA. The kid looks like 75% Arnie.

32FlavorsofCrazy

Those media companies have all been purchased by people who raped kids with Trumpstein. Trump is the culmination of 70 years of planning by the KGB to destroy the west/US. This all a big fucking blackmail game against the people who are really in charge of the world, and it’s been really successful because once you have even a little dirt on them it’s over, and when that dirt is something worse than treason (like raping and torturing trafficked children while high-fiving your buddies) you can get them to do literally anything. And that just creates more dirt to use against them. Like hey, do this financial crime or this snuff film starring you gets out, then hey…do this act of treason or the details of the financial crime you just did gets sent to a prosecutor along with the snuff film and location of the body with your DNA all over it. Apparently rich men just can’t seem to keep ther fucking hands off kids so…here we are. With reason enough to tax billionaires out of existence for that simple fact alone. Having that much money and power leads to nothing good.

DeezSpicyNuts

I’m always reluctant to show girls how I collect my shit in mason jars and keep it on shelves in the basement because I don’t trust that the government isn’t harvesting my DNA down at the sewage treatment plant They just never understand 😞 

1foxyboi

$MRLN a new ai flight company has its cfo from the New bankrupt $ASTR and the -98% from ath $DNA, sheeeesh

nomadichedgehog

Shares in qumulus. They don't need to exercise the put option even if somehow they hit the targets. The option is just there so that DNA get their crypto platform back if the reverse merger falls through. Scott Walker is already on record in an interview on youtube saying that Bancor is worthless (DNAX platform is built on Carbon DeFi, which is owned by Bancor).

kuracoin

What’s in it for DNA Holdings then? Maybe like…a private back room deal or something? Lol

nomadichedgehog

You're right, and I had the same thoughts a few weeks ago. In hindsight, I think the numbers were always meant to be unattainable so that DNA could always have the option to claw back their platform if the merger fell through, while also perhaps serving as a smokescreen that "this is a real business with real KPIs/performance targets". But I also had an even bigger light bulb moment. Existing shareholders will eventually need to have a vote to put their stamp on the deal for the qmls Series A preferred shares to convert. By having DNA holding 20%, they are guaranteeing that vote passes and Orbic/AJP don't derail anything.

kuracoin

I just had a passing thought the other day — even if they don’t hit that revenue figure in June in that agreement with DNA Holdings, whatever the numbers are, the exchange for shares and the platform just gets reversed right? Why does it matter whether the numbers are hit or not if the supposed sole purpose of the SONM shell is to merge with Qumulus? Who cares if the platform exchange is reversed or not in that event? In fact, isn’t it preferred that it’s reversed so the shares of the now very valuable company are returned?

ChewbaccaIsBear

**Being a bear is MOSTLY, although not totally, genetic...** it´s a way of seeing reality, you can´t help but call bullshit on bullshit even if bullshit will totally obliterate reality 9 time out of 10, you just can´t help yourself, and reality is that **90% of this sub are in their DNA BULLS,** all bears like me being here for years, know it to be true, this sub DIES in bear markets, everyone cries, **HOTLINE is posted in bear markets** that us Bears enjoy so much BUT THIS TIME SOMETHING DIFFERENT IS HAPPENING, **ORANGE DUDE IS TURNING NATURALLY OCCURING BULLS INTO BEARS**, I´VE NEVER SEEN SO MANY BEARS ARROUDN, **SO MANY WISHING FOR REALITY TO HIT,** SO MANY CALLING BULLSHIT.... WOWO

ReadyRaspberry8663

He compliments his daughter's looks, but if you read the transcripts of it, it's all because it's "his DNA". Or maybe incestuous. Or both, idk

jentle-music

Now there’s the biggest addict voice in your head, telling you to bet it all… no thanks! I come from a family of addicts and I know when to NOPE out, against my DNA!

Upset-Motor-2602

Chimp DNA and Human DNA differ by 2%. I wonder what the difference is between bols and bears?

Roygbiv-Turtle-98

kids these days dont understand we've got video games coded into our DNA at this point (i'm 40)

TraipseTraveller

Need to do a DNA test. I can't afford it though

DMT1703

Just a bastard Asian that instead of falling into crypto grifts, i just gain money through stocks , DNA modifications, and bug testing software.

Financial-Kick7519

I’m sorry buddy I don’t think you have the DNA to ever be great. 🤌

lacbeetle

Spot on. With Thiel’s deep political ties and the company’s literal DNA being built in the DoD and intelligence sectors, that "government contractor" label is permanently etched into their foundation. But like you said, from an investing standpoint, it's actually the perfect setup. They essentially have an impenetrable government moat that provides incredibly sticky, recession-proof revenue. Now they get to use that established credibility as a launchpad to capture the massive Total Addressable Market (TAM) of the commercial sector. It's the ultimate "why not both?" scenario. It makes you wonder: at what point does the market fully start valuing them as a hyper-growth enterprise SaaS company rather than just a defense tech stock?

vulcan_on_earth

FWIW - Gemini To evaluate Alpha Tau Medical Ltd (DRTS), we have to bridge the gap between "bench and board." This is a classic "binary" biotech play: the science is elegant and potentially revolutionary, but the business is currently a race against the "burn." As of March 18, 2026, here is the diagnosis from both a medical and financial perspective. 1. The Medical Acumen: The "DaRT" Advantage Standard radiation (Beta particles/X-rays) is like a garden hose; it gets the job done but causes a lot of "splash" damage to healthy tissue. Alpha Tau’s Alpha DaRT (Diffusing Alpha-emitters Radiation Therapy) is a surgical strike. * The Mechanism: It uses Radium-224. When the radium decays, it releases Radon-220, a gas that diffuses throughout the tumor. As it travels, it emits alpha particles. * Why Alpha? Alpha particles have high Linear Energy Transfer (LET). They travel only a few cell widths but deliver enough energy to cause double-strand DNA breaks. In layman's terms: standard radiation "bruises" cancer cells; alpha particles "shred" them beyond repair. * Clinical Success: They recently secured Japanese marketing approval for head and neck cancer—a massive regulatory win. They also have FDA Breakthrough Device designations for recurrent skin cancer (cSCC) and the "holy grail" of oncology: Glioblastoma (GBM). 2. The Business Acumen: Valuation & Runway From a spreadsheet perspective, Alpha Tau is a pre-revenue company in the "valley of death" between R&D and commercialization. | Metric | Current Status (March 2026) | |---|---| | Market Cap | Approximately $657 Million | | Cash Position | $76.9 Million (as of end of 2025) | | Net Loss (2025) | $42.6 Million (widening due to clinical expansion) | | Cash Runway | Estimated ~2 years (into early 2028) | | Analyst Consensus | Buy/Hold (Price targets range from $5.00 to $12.00) | The Bull Case: * Catalyst-Rich 2026: We are in a "milestone year." They are finishing enrollment for skin cancer trials (ReSTART) and expect initial Glioblastoma (brain cancer) data by Q4 2026. Brain cancer is a massive, underserved market. * Asset Efficiency: Their tech is "device-based" rather than "drug-based," which can sometimes lead to faster manufacturing scaling. The Bear Case: * Dilution Risk: While they have cash for two years, biotech companies almost always raise money before they run out. If the stock pumps on good news, expect a secondary offering. * Adoption Hurdles: Even with FDA approval, convincing hospitals to switch from standard-of-care radiation to "inserting radium seeds" requires a massive sales force and insurance reimbursement wins. The Verdict: Is it a "Good Buy"? Alpha Tau is currently a Speculative Buy for an aggressive portfolio, but a Hold for a conservative one. * Buy it if: You believe their Glioblastoma data (expected late 2026) will show even a marginal improvement over the current 5-year survival rate of ~7%. If they crack GBM, this $650M market cap could easily double or triple. * Avoid it if: You are sensitive to volatility. Clinical-stage biotechs can drop 50% overnight if a single trial misses its primary endpoint. Pro Tip: Keep a close eye on the ReSTART trial results for skin cancer. If the FDA accepts their first PMA module (submitted Jan 2026) without major pushback, the "regulatory risk" de-rates significantly.

AnalytickAi

NBIS down nearly 10% today is interesting given how much conviction I've seen around that name lately. Infrastructure layer thesis is still intact long term but the geopolitical overhang on anything with Russian DNA is real when headlines are moving this fast. Watching whether it finds support or continues to bleed.

AnalytickAi

The Nebius thesis is the most interesting one here — infrastructure layer first, then enterprise AI operationalization is exactly the playbook that tends to win in platform shifts. The Yandex DNA is either a massive edge or a geopolitical overhang depending on how the next 18 months play out. What's your current thinking on the Russia/EU exposure risk given the war context?

NotMe357

"JUST IN: Australian man cures his dog’s cancer by uploading its DNA to ChatGPT to design a custom vaccine from scratch." If its true then I think WSB may have a chance to cures our regard sickness lol. Now who is willing to give me your DNA data so I can use A.I to make a vaccine for us?

LongroddMcHugendong

Even if our names are forgotten, a piece of us in the form of our unique DNA will still be a part of them. Reproduction is the sole purpose of life, from amoebas to pterodactyls. Life is beautiful, a moving cosmos in every cell in our body evolved over billions of years

CheekEquivalent1277

Does it mean anything that last year DNA Holdings launched an AI compute fund to “offer advanced infrastructure solutions” for AI and also “involves the strategic deployment of H200 Nvidia chips?” Could they have gotten involved in this deal in December for access to QumulusAI compute?

I_Sniff_Uranus

It looks like at least half of them have some sort of DNA deficiency

Skaggzz

I think giving Sam Altman my retina scan for $17 is a great idea. Almost as good as giving Anne Wojcicki your DNA so you can find your distant uncles.

raccoon8182

my biggest concern with biotech, is the rapid advancements of ai in the field. with open source, DNA, protein folding. it's only a matter of time before deepmind find cures for everything. 

Asgardian87

All those lives lost and damage to property. Who will tell those school girls that its over now ? Will their parents be ever happy again? All that Trauma. Has anyone seen the picture of the small parts of the remains of one of the child from that school that was given to her parents after DNA tests yesterday? Watch it if you can and spot the little 🦶 in it. Maniacs are in control

Mumblage

Not if your blown to bits. I have no idea. I know scandal doesn't phase him in the least, he doesn't care, so.... Anyhow, take your fucking hat off when bodies are flown back. The guys a fucking disgrace, a waste of DNA.

omegaphallic

 No, not even the Kurds in Iran, unlike alot of countries in the region Iran has historically had good relations with Iran, there is no sign of any broad uprising of Kurds in Iran and even the Kurds of Iraq have denied any interest in attacking Iran.   Remember unlike say Turkic and various Arab speaking populations in the Middle East, the Kurds are related to Persians. If the US wanted a revolt they should look to the Turkic populations & others of Iran instead, but they are too dumb  "Kurds and Persians are closely related peoples, sharing deep Indo-Iranian roots, similar traditions (like Norooz), and closely related Western Iranian languages. Both groups descend from ancient Iranian tribes, with Kurds often linked to the Medes and Persians to the Achaemenids.  Key details on their relationship: Language: Both speak languages from the Indo-European family's Iranian branch. Cultural Affinity: They share, in part, a common history, traditions, and, according to some reports, similar cultural practices. Ancestry: Both are part of the broader Iranian peoples. While sharing an ancient heritage, some sources distinguish between the Median (Kurdish) and Persian lineages. Genetic Studies: Some studies suggest that Kurds may have a higher percentage of ancestral Iranian DNA compared to some Persian populations, although they are generally closely related. "

ercanbas

They’re not ending this war. Ceasefires are just a way to regroup. Iran will never give up. It’s in their DNA.

nomadichedgehog

You don't need to fill a form declaring yourself as a shell (e.g. ticking the box on the 10-k) to become a shell. You just need to provide evidence to the SEC that you have no assets, which is exactly what they did yesterday in regard to the DNA transaction. For the SEC now not to flag them, they will need to file a super 8-k proving that they had other assets already on the books (e.g. Qumulus GPUs) before they filed yesterday's 8k-a. That means a deal would've had to have been signed at the latest just before the 8k-a dropped yesterday. If the SEC relied on periodic forms like a 10Q or 10K to declare companies a shell it would mean companies could go 90 days at a time living as a shell and SONM wouldn't have ever needed the DNAX acquisition in the first place (which gave them a 71 day grace period).

nomadichedgehog

Because for a moment it looked like WW3 was on the cards over the weekend. Also probably best to create some kind of separation between DNA filing and super 8k. I don’t like that we didn’t get the super 8k pre market but equally the DNA filing was exactly what I was expecting - admission to owing no assets.

Soossaaaa

MCD meat contains trace amount of human DNA. Why people still eat fast food is beyond me^^^^^^^at

CheekEquivalent1277

Thanks for the summary hedgehog! This has been really crazy and I’m holding my breath for Monday. It’s funny how we all get so confident every few weeks and then have to temper our excitement once a revised timeline comes out. You’re clearly a smart guy tho. As Dostoyevsky said, “the cleverest of all, in my opinion, is the man who calls himself a fool at least once a month.” We really appreciate all the hard work you’ve put into this, and as another commenter said I’m looking forward to being an early investor in QumulusAI or a lifelong DNA X community member hahahaha.

nomadichedgehog

There have been many false dawns since this journey started back in September, but I truly believe this will be my last update on this thread. For those unaware, SONM must file the audited financial statements for the DNAX acquisition (19th December) by Monday 2nd March. But it is now clear to me that SONM never intended to file these statements. The DNAX platform has zero traffic, no privacy policy page, and no terms & conditions when you try to connect your wallet. It is a complete smokescreen, and a very bad one at that. The entire purpose of the DNA acquisition was to buy a 71-day grace period with the SEC where SONM did not have to declare itself as a shell, provided it could close another IPO disclosure-level transaction in that period e.g. a super 8-k which contains full audited accounts for 2-3 years & a 200-page prospectus. The question is now whether that grace period was enough time for SONM and the theorised counter-party to close the deal. It is in this context that I have also realised that the QMLS direct listing was never about separating the hardware and software layers. They may still indeed do that down the line, but the more likely answer is that by filing to direct list, Qumulus was able to derisk its own audited financial statements and prospectus by getting the SEC to pre-review it. Now that the SEC has done that, Qumulus can roll these statements into the SONM PIPE super 8-k, effectively rendering the DNAX acquisition statements meaningless. They will effectively weaponise the regulators' approval to prevent them from shutting down the deal. A super 8-k completely derisks the merger from a Qumulus point of view. Whereas an RTO via an S-4 (as originally planned back in June) would've taken months of SEC comments and a shareholder vote to close the transaction, a super-8k closes the transaction entirely and doesn't need shareholder approval, as the PIPE investors (qumulus) will be issued with series A preferred convertible shares - this is how Chardan always do it. What gives me confidence for Monday is that if SONM didn't have a deal ready to go and were forced to file the bullshit DNAX statements, they would've filed them last night after hours in the hope that the market would forget about it over the weekend. You do not file statements that out yourself as a shell to the market and regulators on a Monday - that would be corporate suicide. This has been a crazy investigation and I never planned on going down such a rabbit hole when SONM first came on to my radar. While there is a non-zero chance this could prove to be a wild goose chase, I somehow really doubt it. Thinking about this from a pure self-interest point of view, every party would lose if this deal doesn't close: 1. SONM would become regulatory purgatory and no one would acquire them for 12 months 2. Chardan, who are not taking a fee and are getting paid in shares, will be stuck with privately valued shares that are pennies in comparison to what they usually get paid for such a deal 3. Qumulus would be unable to execute their 23k roadmap, would complete destroy their "hyperspeed" branding, and would be stuck looking for another public vehicle for another year, or IPO and give up equity they have been hell bent on not giving up. I want to thank everyone for their contributions. I've had a lot of DMs about this trade since I first wrote the proxy statement thesis and have made some real friends along the way. If this does print, you can head over to the new subreddit I made where we can discuss valuations and next steps on the QumulusAI sub (I'm not allowed to link to it here). If it doesn't, let's pretend this all never happened and never speak again. See you all on the other side.

Vast_Cricket

I have account with eTrade almost all are over valued obscure companies wanted to start at $25 or more. Have zero interest in these companies even if they have earnings. During Covid I invested in selective SPAC stocks, even warrants. From saliva DNA, eV car, battery tech and e Passenger helicoper companies. Total at one time was 100 companies. My return was +15%. Only 20% went up after ipo. The hype was over when Covid was under control. Got out in a few months.

Forward_Structure692

Um, what exactly does PayPal do again? Oh yeah, they're the button that you don't want to click when you purchase things. They are the old crappy button you wouldn't want to click anyways. There's a far better payment nanny popup that does a crappy pointless needless job 1000x better it's called SHOP. Condolences to your future generations, hope your DNA is good with the spatula.

renelventconnemtary

Anybody that was looking for a good entry point into DNA should find it tomorrow 👍

5_Little_Luck

Because you don’t have DNA, you have USA

collegefootballfan69

The real stupidity of all of this is as follows…when companies dump CRM for Anthropic or OpenAI, they expose the DNA of their underlying company to these two AI behemoths. It’s not like CRM will go into financial services but OpenAI and Anthropic will crush the companies who switch to them.

HandsomeTod11

You think they burn his diapers so no one can scrape the DNA?

sck178

I can guess the amount of DNA someone's parents share based on the number of times they use "woke "

Dry-Basket6722

Ticker has changed to DNA x, just noticed on my trading 212

DrHarrisonLawrence

Yeah didn’t they do the DNA test and he still was like, “nah that ain’t mine”

4Yk9gop

CRSR, that's the company that makes the shot that slices DNA/genetics right?

Flaky_Vacation_8807

Okay, let me break this down real slow for you since you're clearly not getting it: Bill Gates co-founded Microsoft in 1975, ran it as CEO for 25 years until 2000, stayed Chairman until 2014, and was still on the board as tech advisor until he fully stepped down in March 2020 meaning every Epstein meeting and email dump that's blowing up right now happened while he was literally still at the top of the company he built. Sure, Nadella runs ops now, but Gates is the founder whose DNA, fortune, networks, and legacy ARE Microsoft, exactly like Steve Jobs still defines Apple years after dying. So quit with the brain-dead "but he's not CEO anymore" cop-out the guy who created the empire and steered it for decades owns way more of the scrutiny for his-era scandals.

Chad_Permabull_GOD

We should DNA test every Israeli and expel anyone who isn’t a descendant of Abraham

nomadichedgehog

The PIPE will be next week due to timings around DNA X audited financials, which are due 2nd March. They'll need to file a super-8k within 4 days of the PIPE and before 2nd March to avoid becoming a shell. This, combined with some reverse engineering of GPU deployment timelines and cash required via accessing the SONM shelf, as well as making the $600 million volume clawback option is not exercise by DNA Holdings, has led me to believe the deal must absolutely close next week. The ramp up in PRs is also noticeable. I've also re-evaluated my PT for 2026 to around $250 to $500, depending on whether or not the software layer is separated into a separate vehicle or not.

creemeeseason

The ability of AI to develop new therapies has been rapidly gaining traction the last few months. It's mind boggling how much development is going on right now. Peter Mantas posts on X and Substack about it if you want a good starting point. As far as CRL... they'll probably benefit some. MEDP is a similar company that tends to be much better run than CRL, and the stocks have reflected that. Worth a look into. There's a lot of pick and shovel plays too. I own TWST who make synthetic DNA for testing and development. There's pharma supply names too, RGEN comes to mind. Something like TRNS does a lot with lab calibration too.

Previous-Device-4604

# they tested my DNA and they said it wasn’t DNA it was >!USA!<

campelm

For what it's worth, in my company SaaS has become a 4 letter word. We adopted the model like everyone else. We assumed there would be YoY increases to price around 10-15%. That ended up not proving true as enough companies have been negotiating closer to 40%+. The problem is these companies stopped seeing revenue growth from increased customers, so they're doing it through price increases. Some have come in ridiculously high to the point the rest have become guilty by association. It's less like rent seeking and more drug dealer. Get you addicted cheap then jack up the price. Well we're getting sober. This year we started pruning SaaS, with all options on the table. From building our own to open source. None of this was with AI in the mix. We do lots of vertical integration so it's in our DNA to roll our own if it makes sense. I know we're not alone with how companies are jacking up prices. I'll bet every single one of them are looking at ways to not hold the bag as the bigger players exit. Again this has nothing to do with AI. The model is just poisoned in IT due to their aggressive pricing to sustain their growth. So to the subject at hand, is AI the harbinger of doom for SaaS? No. AI is SaaS 2.0. A cheap service to get businesses addicted that will be jacked up at astronomical rates once adoption growth slows. My company sees that so we're only using it where it makes sense cause we just kicked cigarettes, so we're not about to get all in on crack. But we're weary as an org about being too reliant on an outside vendor. I'm less certain about other companies IT and AI. Will they go all in to fix one problem only to cause another? I'm sure some will, some won't, but I know companies are looking for a way to ditch these companies so I'm not long on any of them.

I_Study_The_Patterns

Pacbio, everyone talks about DNA sequencing and biotechnology but never mentions the absolute best sequencing technology, long reads. Even if the company isn’t super profitable yet it’s still a huge buyout target

SideBet2020

DNA confirmation or it’s not him

x2eliah

Honestly, I believe this eventually will happen, and this will be the trap. In order to afford the longevity treatments, you'll have to basically work forever. Stop working, lose access to treatments, die pretty soon from unchecked cancer growths (from the treatment-messed-up DNA). The choice (if you are not rich to begin with) will be to work forever, or die.

Front-Page_News

KULR Should Sell Its Bitcoin and Go All-In on AI Data Center Battery Infrastructure I’m long KULR. I like the tech. I like the space pedigree. I even understand the logic behind the Bitcoin treasury strategy. But I’m starting to think it’s time for KULR to seriously consider selling a large portion (or all) of its Bitcoin and redeploying that capital into battery backup infrastructure for AI data centers. Here’s why. 1. The Market Is Valuing AI Infrastructure Higher Than BTC Treasury Exposure Look at what’s happening across the industry: AI compute demand is exploding. Data centers are power constrained. Grid stability is becoming mission critical. Backup power and battery storage are no longer “nice to have” — they’re existential. Meanwhile, public markets are rewarding companies with direct exposure to AI infrastructure far more consistently than companies holding digital assets on their balance sheet. Even companies like Riot Platforms and IREN have started pivoting toward AI data centers. That’s not random. That’s capital markets signaling where value is migrating. KULR already has the core competency: high-performance battery systems designed for extreme environments. That translates directly to high-reliability BBU (battery backup unit) systems for AI-scale facilities. Why stay half-in on Bitcoin when the real structural growth is in AI power infrastructure? 2. Bitcoin Is Volatile. AI Power Demand Is Structural. Bitcoin may go up. It may go down. It’s unpredictable over short-to-medium horizons. But AI power demand? That’s locked in. Companies like NVIDIA are effectively selling out high-performance GPUs as fast as they can manufacture them. Hyperscalers are racing to build capacity. Power availability is the bottleneck. AI clusters need: Instant failover High-density energy storage Thermal management Compliance (UL 9540/9540A, etc.) Modular scalability This is literally where KULR’s DNA lives. Instead of defending a BTC position, why not fund: Manufacturing expansion for BBUs Data center partnerships Pilot deployments UL-certified scalable modules AI-specific energy storage architecture That’s recurring revenue infrastructure. Not a balance sheet asset. 3. The Narrative Shift Could Re-rate the Stock Right now, KULR gets lumped into: “Battery safety” “Small cap BTC treasury” “Speculative hybrid” But imagine this headline instead: “KULR Exits Bitcoin Treasury Strategy to Fund Scalable AI Data Center Battery Infrastructure Platform” That’s a completely different investor base. You go from crypto-adjacent capital to: AI infrastructure funds Energy storage investors Data center REIT-adjacent capital Institutional infrastructure allocators The multiple expansion potential there is materially different. 4. Capital Allocation Is Strategy Holding Bitcoin is passive. Building AI infrastructure is active. One compounds if BTC rises. The other compounds through: Contracts Multi-year supply agreements Embedded energy systems Replacement cycles Service revenue If KULR truly believes in its battery architecture and thermal management IP, deploying capital into owned infrastructure or long-term BBU contracts creates durable enterprise value. Bitcoin doesn’t create customer relationships. Battery infrastructure does. 5. This Doesn’t Have to Be All or Nothing Maybe the answer isn’t “sell all BTC tomorrow.” But reallocating a significant portion into: AI-focused BBU manufacturing scale Joint ventures with data center operators On-site storage + resiliency packages Telecom and edge compute backup solutions …feels more aligned with where secular growth is heading. Final Thought Bitcoin might go to $200K. Maybe higher. But AI compute demand is already here. Power constraints are already here. Data center bottlenecks are already here. If I’m KULR management, I ask: Are we trying to be a Bitcoin holding company… Or are we trying to be a critical infrastructure provider in the AI era? Because the market will likely reward one of those more consistently than the other. Curious what everyone else thinks.

Retaining-Wall

"Premiering this Sunday on Showtime. He's part bear. Part scientist. And he's solving crimes the new fashioned way. It's... ***DNA BEAR.*** This Sunday, 9pm, 8 Central."

Phxcobra1988

Or DNA fragments like their clot shot

MagnesiumKitten

Yeah I was wondering what the capitalization was like in its prime how profitable was it over the years? just a money pit for research? how long did the company last for? //////// No, Bluebird Bio has **never turned a profit** as of early 2025. Despite achieving significant scientific milestones, including the approval of three gene therapies (Zynteglo, Skysona, and Lyfgenia), the company has faced severe financial challenges, with accumulated deficits exceeding $4 billion.  **Financial Struggle:** For years, Bluebird has reported massive, reoccurring losses, leading to intense scrutiny over its ability to continue as a "going concern". NBC New York Once high-flying Bluebird Bio sells itself to private equity after tough times for the gene therapy maker **For more than thirty years**, Bluebird has been at the forefront of creating one-time treatments that promised to cure genetic diseases. At one point, Bluebird's market cap hovered around $9 billion as investors bought into the idea that the company could find success with its gene therapies. It's fallen under $41 million after the company faced several scientific setbacks, separated its cancer work into another company and fell into financial despair. The turning point came in 2018, when Bluebird flagged that a patient who received its gene therapy for sickle-cell disease developed cancer. Bluebird concluded its treatment didn't cause the condition, but the revelation started a series of questions surrounding the safety of its DNA-altering treatments. Bluebird also faced pushback from European payers after pricing its gene therapy for blood disorder beta thalassemia, called Zynteglo, at $1.8 million per patient. The company withdrew the treatment from Europe in 2021, just two years after it was approved there. Bluebird said it would instead focus on the U.S., where it was readying for the approval of Zynteglo for beta thalassemia, Lyfgenia for sickle cell disease, as well as another therapy Skysona for a rare brain disease called cerebral adrenoleukodystrophy. All three of those gene therapies were approved in recent years, but none of them have been able to ease Bluebird's financial woes. The company had been spending hundreds of millions of dollars a year. Offloading Bluebird's cancer treatments into new company 2Seventy Bio also eliminated an important source of revenue. ........... thirty years?

Pura700c

DNA

creemeeseason

Twist Bioscience Corp. (TWST) on Monday reported a loss of $30.5 million in its fiscal first quarter. On a per-share basis, the South San Francisco, California-based company said it had a loss of 50 cents. The maker of synthetic DNA for the biotechnology industry posted revenue of $103.7 million in the period. For the current quarter ending in March, Twist Bioscience said it expects revenue in the range of $107 million to $108 million. Also raised sales guidance.

almostsweet

Because EU overreacted and went all in on spamming gold which doesn't pay dividends, gold isn't the store of value they fantasize it is because they made an investing 101 decision out of fear, and everything that goes up must come down. Like their portfolios. Meanwhile anyone who saw this coming rode the coat tails and harvested profits as it started dropping and danced like they were Patrick Bateman. But, I'll get mass downvoted just like I did when I predicted this because the misanthropes and angry fearful redditors on here share DNA in common with the geniuses dumping U.S. treasuries and buying gold.

perceptive_AI

Unity will soon rollout runtime gameplay insights starting this year (requires developer to opt-in) . >In the legacy model, an ad network only sees "Events" like Install, Level Complete, or Purchase. Runtime insights go much deeper into the "Game DNA": >Player Skill Level: Does the player struggle with puzzles but breeze through combat? >Engagement Depth: Do they spend 20 minutes customizing their character or skip every cutscene? >Interaction Loops: Do they prefer short 30-second bursts of gameplay or long 1-hour sessions? >Mechanical Affinity: Does the player enjoy physics-based mechanics, resource management, or high-twitch reflexes? This will be a game changer because they will be the first and only company to train an ad platform using runtime telemetry. This is unique and powerful MOAT , APPlovin/Epic Games/Meta/Google can't do this.

nomadichedgehog

No one has been swindled. SONM management have spent an entire year putting out fires to get to this point. DNA X is a temporary placeholder. The PIPE will come in February. You don’t put a $1 million in revenue/day put option target into the new line of business unless you are expecting a huge transformation. See here: https://open.substack.com/pub/thealphacompass/p/the-ai-infrastructure-company-hiding?r=1grlxq&utm_medium=ios&shareImageVariant=overlay

AggieDem

"New DNA, who dis?"

mindfungus

But before his departure, he left some of the virus around, and it laid there, dormant within the DNA of the company, until this news broke, and now under stress, it may erupt, and now MS can’t kiss anyone

almostsweet

What goes up must come down. I tried to warn people, gold doesn't pay dividends. And, while it might feel good to pile on when times are scary you aren't making any money in the long term with it. But, I got downvoted like there was no tomorrow. The same fear that drives redditors to gnash their teeth everyday shares DNA with the treasury dumpers and gold spammers. The rest of us got rich because you're predictable. \[patrick bateman dancing gif\]

Retaining-Wall

So I guess at this point they could release a highly detailed sales invoice complete with 🍈's signature, cummy fingerprints and DNA and TSLA would be like "oh boy, here I go rising again."

Icy_Jelly_315

DNA test it and shake the actual father down for maintenance

nomadichedgehog

If this was a legitimate business direction you'd think they'd roll the IR content into the actual DNA website platform: [https://dnax.us/](https://dnax.us/) Fingers crossed for news soon.

nomadichedgehog

The draft registration statement that precedes the s1 is always confidential. The fact the s1 is now public means QMLS can pretty much go public any time they want because they are direct listing and not doing an IPO. So they have been holding back already for a month. Question is: why? Obviously they are waiting for funds from somewhere. The most interesting thing for me is that the draft registration statement was submitted just 2 weeks after the LOI with Party X was signed and just 10 days before DNA X LLC was registered in Delaware.

Nuvuser2025

I live in 1980’s Miami.  Making bad choices is in my DNA.

nomadichedgehog

8k filing confirming asset sale and DNA X rebrand dropped. All debt cleared with $6.2 million in the bank. Fingers crossed for PIPE news on Monday, although press release seems to suggest more news "in coming weeks".

nomadichedgehog

8k filing confirming asset sale and DNA X rebrand dropped. All debt cleared with $6.2 million in the bank. Fingers crossed for PIPE news on Monday, although press release seems to suggest more news "in coming weeks".

cameronhak1

You need to split the name from the business. Sonim the rugged phones busines has been sold to Nexa. The company that is/was NAMED Sonim is now DNA X, a DeFi company. Asset sale finalized, 8-K incoming, and the stock ticker will soon switch to show that the company is now DNA X. This company, DNA X, purchased the DNA X protocol from DNA holdings and gave DNA Holdings a put options to take back their protocol if DNA X doesn't put up truly insane numbers by July of THIS YEAR. Thesis rests on the speculation that the way they intend to do that is by leasing Qumulus' GPU fleet (plus another ~6000 more).

cameronhak1

If anything, it means that the company operating under the SONM ticker is now fully and solely tied to the DNA X platform business, and will soon be changing the ticker as a result (as indicated in the recent 8-K). As of now we're officially a DeFi business, and even with the pump today I would venture to say that this isn't the full market reaction; once the ticker flips I would think more will jump in. Even if not though, it doesn't matter. This isn't the big news, it's just another domino being set up for the real thesis underlying