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noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise
noticed 20 genomics/sequencing stocks all breaking out the same week. can't tell if it's a real rotation or I'm just pattern-matching noise
Twist Bioscience Corporation Agreed to Settle $17 million With Investors over product quality, manufacturing issues, and misleading margins
Twist Bioscience Corporation Agreed to Settle $17 million With Investors over product quality, manufacturing issues, and misleading margins
Anatomy of a Breakout: TWST, Part III (Breakout Alert!)
CRSPR, Intellia, Beam, Pacific Biosciences, Illumnia, Editas, Invitae... Will any of these companies be huge in the future?
Made some okay investments - Thought someone may be interested?
Is a rational decision concerning the value and future of young companies possible?
TWST stock slips after Q1 results as outlook disappoints (NASDAQ:TWST)
Investing in SynBio. What are some good public companies in this space worth exploring?
Why I’m long on long read DNA sequencing ($PACB, LON:$ONT)
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
ARK Invest releases WIP research report on Ginkgo Bioworks ( DNA )
Expert info on bio plays. Guaranteed to the moon.
Twist Bioscience (TWST) - great biotech play and also working with Microsoft on the future of data storage. Let me know what you think!
Mentions
GH and NTRA have had several approvals/reimbursement wins this year. Not all that close to NEO or VCYT but it seems like their core businesses are humming. TWST and ILMN are derivative plays on the industry so makes sense they'd be up too, though ILMN is more of a complicated product cycle/China story. MRVI is borderline special sits. You're 100% right on the rates argument. But also if you're an institution its much easier to be long Dx vs core tools (typically grouped together) given valuations there and the constant head fake rebounds. Also assume people are starting to shift some money within HC out of biopharma after the YTD run, and Dx gives you some similar factor exposure. Haven't seen much spec dx discussion on reddit since covid, good shit
TXG trading at the same multiple TWST was a few months ago. Not quite as awesome a business, but still really good and XBI looking increasingly bullish. Sick how cheap these names were 5-6 months ago.
Probably not a great day to buy it, but I still think we're so early on TWST.
Up decently on MIAX, CAAP, TWST, WBI, CODA....also CPB calls doing well.
Been reading a lot of biotech information lately. I'm fairly certain AI will be used aggressively to increase health outcomes for people. Anyone familiar with either TGX (10x genomics) or RGEN (Repligen)? Related, TWST got an analyst upgrade to $80.
Seems like the market enjoyed the TWST investor's day.
Massive rally on TWST stock today at 10%, I wonder what theyre cooking (beyond synthetic DNA and Amazon deal)?
Gemini pro worked great on TEM, TWST and ILMN earnings, each time it correctly interpreted earnings and even the earnings call, identified the sell over reaction and I was able to make bank on shares on the bounce back.
So I was watching an old Ancient Aliens episode the other day because I wanted to be reassured that the answer to everything is "aliens did it". Anyway, they were talking about storing data in synthetic DNA. I did some research and it is a real thing. TWST and ILMN are the tickers that are pure plays. I am up 5% since I bought them on Friday. I would be up more, but I started light and slowly bought more the last couple days.
TWST earnings: Twist Bioscience delivered its 13th consecutive quarter of sequential growth, with Q2 revenue jumping 19% YoY to $110.7M and beating guidance. The company’s core growth engine is fully operational: DNA Synthesis and Protein Solutions (DSPS) accelerated 28% YoY, buoyed by rising AI-driven drug discovery demand. Operational efficiency is improving, pushing gross margins to 51.6%. However, top-line success hasn't yet reached the bottom line. Net loss widened to $44.0M (from $39.3M a year ago), dragged down by a $7.2M litigation settlement charge and a 19% surge in SG&A expenses. Despite the cash burn, management raised full-year revenue guidance and firmly reiterated their target to achieve adjusted EBITDA breakeven by Q4 FY26.
In financials I'm big on ABX. Still extremely cheap here. I own a ton. JXN also decently cheap. I own, but it's not as exciting. KFS is technically a financial, but has a lot of other businesses going. In healthcare.... ALHC really has me interested, but I don't own it yet. They have a model of health insurance that actually tries to help it's most sick customers and thus lowers costs long term. CLPT and QURE are extremely cheap if their thesis plays out, but also early stage biotech is risky. So beware. TWST has gotten expensive, but is a great watchlist name. They make synthetic DNA for medical testing.
I also held MEDP for awhile, but for names that are basically beneficiaries of AI advancing medical development I've owned TWST. Not cheap right now, but astonishing company that makes synthetic DNA for research.
I found TWST and CLPT through Peter Mantas, he does great work. However, they both really reminded me of Ray Kurzweil's work on the AI future which really helped sell me.
Sounds like neuromacer lol, which I can't wait for the Apple TV. Kind of cool how much you been into some of the DNA stuff, like with them and TWST. I ended up pulling the trigger on KMDA a few days ago. Valuation is so cheap.
TWST having a day after annoying a partnership with Amazon bio-discovery.
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.
Twist Bioscience (TWST) said Tuesday that it has entered a licensing agreement with Invenra to become a co-exclusive provider of Invenra's B-Body bispecific antibody platform. The companies will jointly offer the B-Body platform, which enables the rapid and precise expression and screening of complex bispecific antibodies, under the agreement, Twist said. Financial terms include a $5 million upfront cash payment and $15 million in Twist common stock to Invenra, according to the company. In a separate transaction, Twist will acquire an approximately 6% ownership stake in Invenra through a $13.8 million preferred stock purchase using Twist shares.
Barclays analyst Luke Sergott maintains Twist Bioscience (NASDAQ:TWST) with a Overweight and raises the price target from $39 to $50. They're catching on...
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.
I don't play Monday Mornings, but if I did, probably: Calls: HESM TWST Puts: DIS I won't call Monday after till after market open.
TWST is on the phone
Nothing wrong with pharma as they add value but avoid insurers. Recently loaded up on ILMN, ISRG and TWST shares. Lots of wealthy boomers.
Even of you don't own the company, TWST is a great follow because they post about a lot of the genetic research their products are helping. This morning hey posted an article about a new development in HIV research using their synthetic DNA. Pretty amazing stuff to see.
Of you're there, can you see if TWST had anything interesting?
TWST also updates their IR presentation for the JPM healthcare conference, going [here](https://investors.twistbioscience.com/events-and-presentations/presentations/). I'm so bullish on this.
TWST releasing preliminary Q1 results. Fiscal 2026 First Quarter Preliminary, Unaudited Revenue Total revenue for the first quarter of fiscal 2026 grew 17% to approximately $103.7 million (+/- $0.2 million) compared to the same period of fiscal 2025. • DNA Synthesis and Protein Solutions revenue grew 27% to approximately $51.1 million (+/- $0.1 million) for the first quarter of fiscal 2026. • NGS Applications revenue grew to approximately $52.6 million (+/- $0.1 million) for the first quarter of fiscal 2026, ahead of guidance expectations.
Add in TRNS as a servicer to biotech. I believe ATS does a lot of biotech automation too. TWST as the provider of synthetic DNA for testing.
One of the reasons TWST is finally moving is that the market is seeing that it's a huge AI play. GOOG has apparently been buying their synthetic DNA to test solutions developed through DeepMind. TWST is the only company capable of making enough product to meet the demand. This sets up TWST to be the picks and shovels play for a massive AI driven market. I'm adding more on pullbacks.
It's sort of a moonshot type play, but the concept of DNA storage and computing has been contemplated for a long time. As far as who wants it? No idea now, but at least Microsoft invested in the company and has purchased strands to experiment with. I believe Bezos' company has done the same, but can't recall. It's also a known moonshot. TWST spun it out because they knew it was a "science project" and probably detracting from their overall value. It's really a fun free call option on the main thesis of TWST, which actually includes people studying cancer treatment, among other things. I can't imagine that much data either, but the way we can generate data via AI will cause the amount of information out there to explode. This is an interesting solution to store it. We'll see how it works out. It could have uses in very small things. Possibly medical nanites that can operate inside a human body. Probably a lot of other things I haven't even contemplated.
It's not central to the thesis on TWST, but the amount of data that can be stored in microscopic spaces is the selling point. Early technology still, but in the space of that $100 hard drive you could store millions of times more data. If AI creates data at astronomic rates, the technology becomes really appealing.
From TWST on X: "Congratulations to Atlas Data Storage on their launch of Atlas Eon 100, which is the first scalable DNA storage service, & roadmap to storage densities to place 13TB of digital data into a volume described as a single drop of water." TWST spun out atlas data storage in 2025 but still has an ownership stake in the company.
TWST has so many tailwinds this year. I still think it has the possibility of doubling this year.
TWST breaking above the 200 day after a few rejections. Awesome.
As I read the suggestions of great stocks for 2026 I'm surprised by one thing: most of the suggestions are the biggest winners from last year. NBIS, RKLB, SMR..... So the consensus seems to be last year's winners will win big again. However, not a lot of gold related names in there which is interesting, and possibly telling. I'll throw out a few: ODD. Very few people are talking about the amount of stimulus written into the OBBB. We're probably looking at the highest tax refunds in awhile and people are going to spend that cash. Consumer names are beaten down by the recession talk but we're seeing above average Christmas shopping levels. Trucking. Huge amounts of capacity have come off the road. Tender rejections are the highest in years. Any kind of demand is going to spike rates. Biotech I own TWST and CRMD. Falling rates are generally good for biotech. Hopefully next year will provide some clarity on healthcare too.
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.
TWST having a great day for some reason, right up to the 200 day. If it can break above that we're looking at a potential uptrend. If not, I might add some more around $31.
Small caps as far as the eye cam see... I own a ton of ABL, but it's still super cheap. It could double and be cheap. JXN is still below book value and shredding their share count. NATL is still at single digits forward earnings. I've started buying a few shares of TWST. Trucking is still pretty cheap. CRMD could explode if they get pricing certainty.
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.
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.
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?
I heard about them when they IPOd... I've always had it in the too hard pile. I was fortunate that we were able to have a kid without any help, and that whole world is dizzying to me when I hear about it from friends. TWST actually came to my attention researching CRMD. There's a guy who writes about biotech a lot and it was one he's really interested in. It's actually putting up good margins and decent growth. More speculative than my usual style, but I'm still really fascinated by it.
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.
NBIS and CRWV did the same to me along w ACHR CRBU and TWST
I've kept an eye on the sector over the years, mostly just because I think it's interesting. Honestly, a lot of the specifics around the science go right over my head. For that reason, I've always found TWST interesting, but not convinced by their financials to touch them. Covid caused some weird valuation swings for the sector, so I don't put much thought into that and try to just focus on what each company is doing now. I've only got a few shares in CRSP (I'm definitely not into investing a large percentage of my portfolio in risky biotechs). I like that they keep enough cash on hand to not need to take desperate funding deals. I also like that they're one of the few with an approved treatment (CASGEVY). They've at least shown that they can bring these treatments to market. I also like NTLA, but it's been a little while since I've really looked at them.
As Warren Buffet said, a great Stock at the wrong Price is not a good investment. Based on the Weekly moving average chart below, the market does not believe that TWST has finished going down. [https://www.tc2000.com/\~wPxRIU](https://www.tc2000.com/~wPxRIU)
In November 2024, I asked it to pick 5 biotech firms that were making heavy AI investments. I bought 4 of them. Here are the results as of today: BTAI -98% ACOG +22% THC +66% TWST +109% Not too shabby.
At first glance, TWST looks really interesting. Going to take a deeper dive. Thanks for the recommendation!
$TWST ARKG second largest holding just beat earnings, unfortunately the latest sell off in all Biotech isn’t ideal. Still holding and waiting for the thesis to play out: https://preview.redd.it/3up6koxo5o1e1.jpeg?width=1170&format=pjpg&auto=webp&s=aadac852240009a93fdd5a04cc61fdf2e19be2a8
PSNL, but Its below the 500M$ market cap rule, so I can’t post about it here. TWST may be another long term hold.
IDK anything about them. TWST seems to be the play (albeit not the same type of company) but its out of my flywheel.
$TWST very nice too. And for longer term plays, $SOFI
Made 5k on TWST today. Everything else sucked.
TWST the only bright spot on this blood red day.
TWST keeps giving. Up 6.5%. Took some profits today and gonna buy my girlfriend up in Toronto a Playstation 5.
TWST continues to make me look like a competent investor and like a regular grownup. Up 60% since I bought in.
.. lol. Professional *traders* — not investors, but traders — use fundamentals? No, they don’t. Algorithms don’t exist? What planet do you live on? Sorry, did you call for a run up on $SGML — a random Brazilian lithium stock — from ~$13.00? Please, feel free to check that one out. Did you call a run up from ~$15.00 to $30+ on $TWST? I didn’t think so.
TWST still making me look like a genius. Which is pretty impressive since clearly I'm a dumbass.
TWST to the moon! It's landed safely and has already opened up a thriving colony. 🚀🚀🚀
My move tomorrow is to quit my job and watch my APPL and TWST positions moon.
Killer earnings today for TWST. Up 9% AH.
15% free gains on TWST, with steps: 1) Buy 1000 shares at $38 = $38,000 debit 2) Sell (10) July 30 Calls for $12,000 credit 3) Breakeven is TWST at $26/share 4) Max gain on risked capital is $4,000 (\~15% of $24k) Sell October 30C instead of July 30C if you want 25% gains with breakeven at $24/share. Thanks for coming to my Ted Talk.
There are a few I have in mind, which will explode is hard to say. But i like ROKU, AMRX TWST, DUOL, ARDX, AAOI All of those look really good right now and not nearly as extended as SMCI. RXST is nice as well but already a bit extended, though still very far from SMCI levels so there might still be a few bucks to be made from it
Portfolio: TWST TSLA TOST TTD PFE BIP EVLV RANI VUZI Thanks for coming to my Ted Talk.
Thought meeting was at 8. It’s at 9. Backdoor trad to Roth settled. I somehow had sold a bunch of shit I forgot about and am feeling rich in there. I wanted to play smash and grabs 7am forward tax free. But I know better than to play those with more than 1-2k at stake. The things I want for longer holds are so synbio Stupid list Russian nested doll list because they practically all round trip with each other: SYBx, ALLO do I need more? Already have. But they will pop off. Absi, exai, TWST PACB, RXRX… need a crash for entry. And Intel. Those folks just keep spinning out like everything. Interesting platform model by retaining stake. Too early to load anything. If I have learned anything from my crapto shit, or my ludicrous amounts of DNA, cost basis for entry can really assuage your anxiety when all your shit tanks. Anyway, hopefully all your shit prints. And these fucks at work don’t waste my time. 😂🤘
TWST but they’re up a bit now. I have faith in the management team and ability to scale. They’ve been beating estimates frequently and have a solid at least temporary, maybe long lasting, competitive advantage on their core process. FSELX because I’m a semiconductor bull and it has always treated me well. TSLA - I see a lot of growth catalysts in Tesla right now. Like an Apple 07 moment.
I’m up even higher on my O, almost 25%. Holding that though. Have almost 10x more invested in O than I did VICI. I bought more TWST, which I’ve been buying since October, FSELX, and TSLA. Bragging here is kinda dumb because I’m on subs where I’m by far the poorest person and also on others where I’m one of the richest. It’s all relative. As long as I’m hitting my personal goals that’s all I care about. Hopefully you can open yourself up to a mindset like that in 2024, all the best.
Good luck to you—you seem to get it. All that said, there is a way of being way more prepared for this than you are today. Check out my post on TWST and how I used sentiment analysis via Elliott waves to predict a doubling of the stock price (which it’s done and more). And this is a low-revenue biotech which has mostly only generated losses to date. This applies to SPX, and therein lies the most concern I have. I will have a better handle on when this happens than most, and nobody seems to care that this exists. So be it. Good luck to you, me, and everyone else.
They do use technicals and some of them use technicals most of you would never believe in. TWST though.
Believe what you want, sir. I just publicly called $TWST from $14.42 to $30+ by analyzing existing and projects how patterns of sentiment and it took barely over a month to happen. The same patterns occur in the stock market and at some point in the not so distant future the fun is going to end. Might take a while to recover, too.
Use EWT instead. Check my post on TWST 🤷🏻♂️
I’m going to be watching the NASDAQ for the 21 day EMA to close above the 50 day line. It could go into a power bull trend. Whether it can sustain it not is a different matter. But if it does, Monday would be the 5th consecutive day and that’s pretty bullish. I’m going to start working a paper trading account until summer school break, when I will throw myself into learning about options trading in a decent focus period. 🤡😬😅 So on Padawan paper I am going to consider a bull put spread on Nvidia. A long put on LABU, a bear put spread on XBI, and a long call on ASML. In reality I will be watching for an entry into TWST BEAM CDLX and a re-entry into ALLO (massive inflows and chunky buys last few sessions), and I will continue to set chiseling stink bids on my $DNA. I will probably have better luck around 2pm tomorrow. I am researching those Macquarie boy’s IREN. I think it’s a good buy if we get a combination of build up to halvening and the bull boost of non QE liquidity that the rundown in reverse repos seems to be generating, it could bode well into H12024. I never talk about my trading ideas. But I am trying to learn. This sure as hell isn’t financial advice. 🤡😂😂😅
https://www.reddit.com/r/StockMarket/s/oV9b4xgeUx That’s the link to my tracking of TWST. Fib Pinball is taught and used by a website and the sub is not cheap but it’s changed the way I view stocks in the best way possible. May not be worth it for a small account but definitely worth considering over time.
I bet TWST would go to $22 when it was $19 in one week. It went to $24 in one day. The mod refuses to acknowledge this victory.
TWST $22 banbet was a success
TWST $25c and TWST banbet both in good condition for earnings today.
I concur but TWST will pull back to approx 17.20 before making another move up
!banbet TWST $22 1 WEEK
Where's the guy who told me to buy TWST calls for a 20% move up?
TWST is a prim lookin star gazer
The trade is Twist…TWST. Earnings on Friday morning. Beat earning last 4 quarters and still has 14.96M shares short out of 26M outstanding shares. This is the squeeze. Options are dirt cheap….$15 for a 20% move. If this runs it will hurt a lot of short positions so quickly…. My TGT $112 and $122 Calls paid nicely so going in ON TWST.
Hello, Please, continue showing examples to determine how reliable this way of working is and show evidences of your investments, so that we can have a prove of how much you believe in this way of working. Remember that even a stopped clock gives the hours properly twice a day (there is change to be just luck). Let's see if TWST reachs 30$ following a bull market or positive trend. Thank you
"For instance, whenever Cathy Wood talks about the secular growth trends like artificial intelligence, autonomous driving, genomics, fintech, and how these technologies will transform the economy, I can’t help but nod my head to what she is saying" There is a mentality that every disruptive technology is exciting, but the problem becomes: 1) There's more to it than that. In 2020, people acted as if every disruptive thing was a reality tomorrow. The infrastructure is not there to have autonomous driving be everywhere tomorrow, or probably 10 years from now. We can't even quickly build out EV infrasture. Something can *sound* great if you don't take into account the reality to get from point A to point B. Every "growth story" you hear is not going to be the next big thing - in fact, many aren't. 2) Her stock selection was never great but now it's not great and at times increasingly bizarre - a huge position in ZM earlier this year? You talk about genomics - ARKG has ridden NVTA (including almost 12% of the company) all the way down, not to mention other things (PACB, TDOC, DNA, TWST). I haven't looked but there was a long period where ARKK basically mirrored the Goldman Sachs Unprofitable tech index. A lot of what she owns is really low quality - she really bagheld some of the worst of 2020/21 and last I looked at her cost basis on things like TDOC it was pretty horrid. She owns things from levels that in some cases aren't getting back there for eons if ever. 3) For all the "long term view" she has on things, she flips stocks like she's a gambler on Robinhood. 4) She had a mediocre record at Alliance Bernstein before ARK. Cathie is a media-savvy marketer and in 2020 she was in the right investing place right investing time. Nancy Zevenbergen of the Zevenbergen funds runs similarly aggressive growth funds and is arguably a better stock picker and is ahead of Cathie. If Cathie had just dialed back instead of going on CNBC and talking up all the bags she was holding all the way down in 2022 she would have looked great and nothing was stopping her from doing that. Instead, for all the incessant marketing of herself, she became the face of the growth decline to the point where - a first, that I can recall that you have an ETF to short an active manager - there was an etf to short ARK. 5) Her macro stuff is pretty awful, including a wacky discussion of whale oil a year or two ago.
US baseball teams sign international 16 year olds. They look at the young person, consider the upsides and risk, and make (hopefully) appropriate contract payments. The kinds are like start up who can either take the offer or pass and wait till they are more mature, when they can presumably get a better deal. There is no secret here. You just have to use your judgment and either invest or pass. With TWST specifically, they have huge short interest betting against them. That's a lot of people passing negative judgment, but more shareholders are obviously long than short. On the positive side, they did beat with their last report, so they aren't currently failing to meet expectations. Since I don't know the field, I can't answer your question, because I would (almost) never choose a stock in a field I'm ignorant of that had mixed signals in the short/long and guidance areas. I'd want to make my decision on my knowledge of the product.
$TWST - first yolo, good buying oppty? $TWST - good buying oppty? I’ve been following twist for a while. Even visited their factory of the future in Portland last November. The company for sure had some issues to work through back then, and that was around the time of the short report. They have a massive runway in terms of operational efficiency improvements, and it seems like they’re taking the right steps toward profitability. Stock seems really cheap now plus some upside to the N.G.S business just posted on 2Q earnings shows green shoots in the business. Once the biopharma biz comes back, the stock should rip. Not to mention data storage is a huge call option if successful. I want to invest a lot (for me) like a few grand. I’ve never yolod money on one stock like this. Any thoughts if this is a good idea or general advice as I start trading? 🙏🙏
Rotated out of that last tranche of BTM 🤡 a little bit prematurely— they ring the bell on Monday. Used the clown ‘oin gains to load some biotech follies heading into early August earnings reports. Biotech winter is over for my select synbio specific teams. Happy with how my ALLO, CDXS, and TWST are coming back from the beat down. Jury is still out on my GOSS, OMIC, and TBIO. But they are still holding the line. Bloomberg consulting with my Bitdeer crew’s other unicorn 🦄 Matrixport on the halving. So that’s a vote of confidence over the better known meme miners. Bloomberg conservatives predict 81% boost. 🤡🙌🔥
Sold the last tranche of that BTM, dumped my CORZ bankruptcy play, bought moar EVO, TWST, NVTA, and started new positions in beat down Follies: GOSS, VXRT. Covid testing in Japan is 42% positive and 25% of hospital supplies for all sterile injections were just knocked out by the Pfizer tornado. Shrugs shoulders. I’m up 10k this week and have no illusions it will hold up for next 48 hours.
I’m looking forward to today. I think my DNA will rip. I will peel off gains, maybe even cash out this week on my DNA ecosystem plays. ALLO will pump, TWST coming back (DNA largest customer), PACB on a tear, and still loading BNGO, Bionano still a lotto. RXRX dead in the water, jettisoned it last week for cash. Elsewhere, huge catalysts next sixty days on my Bitdeer, but she trades so weird, up and down 2 bucks easily in a matter of hours. My BITF finally gets some love fundamentals. Holding BTM still, think it’s got a third pump before I close the position.